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 | $105,734 | $68,547+54.2% | $120,354-12.1% | $80,856+30.8% |
| Participation rate | 98.8% | 61.6%+37.2pp | 71.9%+26.9pp | 67.6%+31.2pp |
| Annual return | 13.70% | 23.60%-9.9pp | 107.15%-93.4pp | 35.59%-21.9pp |
| Employer contribution / active EE | $5,819 | $2,051+183.7% | $3,463+68.1% | $2,755+111.2% |
| Participant deferral / active EE | $7,685 | $3,173+142.2% | $4,991+54.0% | $4,296+78.9% |
| Admin fee / account holder | $12,246 | $5,732+113.6% | $9,423+30.0% | $6,918+77.0% |