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 | $111,402 | $47,479+134.6% | $62,929+77.0% | $82,448+35.1% |
| Participation rate | 91.3% | 66.9%+24.4pp | 73.1%+18.2pp | 68.1%+23.2pp |
| Annual return | 18.53% | 20.34%-1.8pp | 1063.93%-1045.4pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,837 | $1,885-2.5% | $2,505-26.6% | $2,551-28.0% |
| Participant deferral / active EE | $3,203 | $2,870+11.6% | $3,888-17.6% | $4,139-22.6% |
| Admin fee / account holder | $7,317 | $3,804+92.4% | $5,065+44.5% | $7,234+1.1% |