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 | $104,538 | $70,669+47.9% | $169,368-38.3% | $75,163+39.1% |
| Participation rate | 89.7% | 64.8%+24.9pp | 77.1%+12.6pp | 67.2%+22.5pp |
| Annual return | 14.72% | 36.36%-21.6pp | 405.60%-390.9pp | 160.62%-145.9pp |
| Employer contribution / active EE | $3,675 | $2,211+66.2% | $4,013-8.4% | $2,670+37.6% |
| Participant deferral / active EE | $5,581 | $4,311+29.5% | $6,221-10.3% | $4,125+35.3% |
| Admin fee / account holder | $8,710 | $5,402+61.2% | $9,003-3.3% | $5,651+54.1% |