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 | $103,972 | $56,053+85.5% | $75,972+36.9% | $80,856+28.6% |
| Participation rate | 82.7% | 62.0%+20.6pp | 69.1%+13.6pp | 67.6%+15.0pp |
| Annual return | 14.45% | 20.53%-6.1pp | 359.55%-345.1pp | 35.59%-21.1pp |
| Employer contribution / active EE | $5,096 | $1,874+171.9% | $2,685+89.8% | $2,755+85.0% |
| Participant deferral / active EE | $4,055 | $3,052+32.9% | $4,255-4.7% | $4,296-5.6% |
| Admin fee / account holder | $2,341 | $5,234-55.3% | $6,467-63.8% | $6,918-66.2% |