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 | $104,803 | $53,822+94.7% | $75,696+38.5% | $85,850+22.1% |
| Participation rate | 97.7% | 69.1%+28.6pp | 74.8%+22.8pp | 69.3%+28.4pp |
| Annual return | 14.92% | 24.54%-9.6pp | 104.53%-89.6pp | 318.53%-303.6pp |
| Employer contribution / active EE | $4,522 | $2,017+124.2% | $2,743+64.9% | $2,565+76.3% |
| Participant deferral / active EE | $6,003 | $2,895+107.3% | $3,821+57.1% | $3,952+51.9% |
| Admin fee / account holder | $4,278 | $3,343+28.0% | $3,619+18.2% | $6,260-31.7% |