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 | $114,567 | $78,422+46.1% | $95,952+19.4% | $79,858+43.5% |
| Participation rate | 93.4% | 73.5%+20.0pp | 77.1%+16.4pp | 69.6%+23.8pp |
| Annual return | 16.51% | 19.37%-2.9pp | 91.61%-75.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,165 | $1,945-40.1% | $2,541-54.2% | $2,471-52.9% |
| Participant deferral / active EE | $5,729 | $3,440+66.6% | $4,167+37.5% | $3,740+53.2% |
| Admin fee / account holder | $15,597 | $5,622+177.4% | $6,795+129.5% | $5,306+193.9% |