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 | $84,319 | $48,230+74.8% | $67,502+24.9% | $80,856+4.3% |
| Participation rate | 93.8% | 66.4%+27.4pp | 72.9%+20.9pp | 67.6%+26.1pp |
| Annual return | 27.58% | 18.28%+9.3pp | 3512.12%-3484.5pp | 35.59%-8.0pp |
| Employer contribution / active EE | $2,972 | $2,020+47.2% | $2,731+8.8% | $2,755+7.9% |
| Participant deferral / active EE | $8,719 | $2,924+198.2% | $4,000+118.0% | $4,296+103.0% |
| Admin fee / account holder | $3,331 | $3,681-9.5% | $3,998-16.7% | $6,918-51.9% |