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 | $83,552 | $53,127+57.3% | $86,590-3.5% | $70,131+19.1% |
| Participation rate | 95.2% | 65.3%+29.9pp | 73.5%+21.6pp | 69.5%+25.6pp |
| Annual return | 17.55% | 27.66%-10.1pp | 964.84%-947.3pp | 73.14%-55.6pp |
| Employer contribution / active EE | $5,629 | $2,068+172.2% | $2,839+98.2% | $2,342+140.3% |
| Participant deferral / active EE | $5,961 | $2,696+121.1% | $3,609+65.2% | $3,332+78.9% |
| Admin fee / account holder | $9,791 | $3,585+173.1% | $4,906+99.6% | $4,645+110.8% |