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 | $88,488 | $48,046+84.2% | $84,611+4.6% | $72,985+21.2% |
| Participation rate | 97.1% | 57.6%+39.6pp | 68.2%+28.9pp | 69.5%+27.7pp |
| Annual return | 20.78% | 37.38%-16.6pp | 258.74%-238.0pp | 81.00%-60.2pp |
| Employer contribution / active EE | $6,487 | $1,602+305.0% | $2,652+144.6% | $2,440+165.9% |
| Participant deferral / active EE | $9,990 | $2,680+272.7% | $3,899+156.2% | $3,607+176.9% |
| Admin fee / account holder | $4,938 | $3,395+45.5% | $4,912+0.5% | $5,124-3.6% |