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 | $94,576 | $56,053+68.7% | $75,972+24.5% | $80,856+17.0% |
| Participation rate | 72.2% | 62.0%+10.2pp | 69.1%+3.2pp | 67.6%+4.6pp |
| Annual return | 13.29% | 20.53%-7.2pp | 359.55%-346.3pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,923 | $1,874+109.3% | $2,685+46.1% | $2,755+42.4% |
| Participant deferral / active EE | $4,951 | $3,052+62.2% | $4,255+16.3% | $4,296+15.2% |
| Admin fee / account holder | $11,305 | $5,234+116.0% | $6,467+74.8% | $6,918+63.4% |