See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,698 | $56,053+92.1% | $75,972+41.8% | $80,856+33.2% |
| Participation rate | 88.0% | 62.0%+26.0pp | 69.1%+18.9pp | 67.6%+20.4pp |
| Annual return | 11.99% | 20.53%-8.5pp | 359.55%-347.6pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,441 | $1,874+30.3% | $2,685-9.1% | $2,755-11.4% |
| Participant deferral / active EE | $5,683 | $3,052+86.2% | $4,255+33.5% | $4,296+32.3% |
| Admin fee / account holder | $7,254 | $5,234+38.6% | $6,467+12.2% | $6,918+4.9% |