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 | $105,085 | $54,705+92.1% | $71,209+47.6% | $84,808+23.9% |
| Participation rate | 85.9% | 64.1%+21.8pp | 73.8%+12.1pp | 68.3%+17.6pp |
| Annual return | 20.57% | 35.90%-15.3pp | 282.51%-261.9pp | 40.90%-20.3pp |
| Employer contribution / active EE | $2,661 | $2,158+23.3% | $2,721-2.2% | $2,631+1.2% |
| Participant deferral / active EE | $4,074 | $3,030+34.4% | $4,175-2.4% | $4,212-3.3% |
| Admin fee / account holder | $2,149 | $4,863-55.8% | $5,349-59.8% | $7,344-70.7% |