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 | $86,885 | $53,127+63.5% | $86,590+0.3% | $70,131+23.9% |
| Participation rate | 86.1% | 65.3%+20.8pp | 73.5%+12.6pp | 69.5%+16.6pp |
| Annual return | 15.82% | 27.66%-11.8pp | 964.84%-949.0pp | 73.14%-57.3pp |
| Employer contribution / active EE | $3,967 | $2,068+91.8% | $2,839+39.7% | $2,342+69.4% |
| Participant deferral / active EE | $7,068 | $2,696+162.2% | $3,609+95.9% | $3,332+112.1% |
| Admin fee / account holder | $37,960 | $3,585+958.7% | $4,906+673.8% | $4,645+717.2% |