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 | $105,894 | $52,279+102.6% | $89,391+18.5% | $79,858+32.6% |
| Participation rate | 92.0% | 57.5%+34.5pp | 68.0%+24.0pp | 69.6%+22.4pp |
| Annual return | 13.32% | 22.16%-8.8pp | 245.62%-232.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $2,255 | $1,572+43.5% | $2,586-12.8% | $2,471-8.7% |
| Participant deferral / active EE | $5,206 | $2,740+90.0% | $3,890+33.8% | $3,740+39.2% |
| Admin fee / account holder | $2,503 | $3,356-25.4% | $4,881-48.7% | $5,306-52.8% |