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 | $72,122 | $60,892+18.4% | $82,389-12.5% | $84,808-15.0% |
| Participation rate | 90.9% | 63.3%+27.6pp | 69.5%+21.4pp | 68.3%+22.6pp |
| Annual return | 202.07% | 37.29%+164.8pp | 28.67%+173.4pp | 40.90%+161.2pp |
| Employer contribution / active EE | $3,205 | $1,779+80.2% | $2,517+27.3% | $2,631+21.8% |
| Participant deferral / active EE | $5,274 | $3,179+65.9% | $4,155+27.0% | $4,212+25.2% |
| Admin fee / account holder | $1,877 | $5,467-65.7% | $7,231-74.0% | $7,344-74.4% |