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 | $117,784 | $78,672+49.7% | $109,143+7.9% | $85,850+37.2% |
| Participation rate | 85.0% | 68.3%+16.7pp | 75.9%+9.1pp | 69.3%+15.7pp |
| Annual return | 16.23% | 25.09%-8.9pp | 25.75%-9.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $5,535 | $2,735+102.4% | $3,722+48.7% | $2,565+115.8% |
| Participant deferral / active EE | $3,254 | $3,467-6.2% | $4,653-30.1% | $3,952-17.7% |
| Admin fee / account holder | $833 | $5,469-84.8% | $6,752-87.7% | $6,260-86.7% |