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 | $113,852 | $53,127+114.3% | $86,590+31.5% | $70,131+62.3% |
| Participation rate | 80.0% | 65.3%+14.7pp | 73.5%+6.5pp | 69.5%+10.5pp |
| Annual return | 31.89% | 27.66%+4.2pp | 964.84%-932.9pp | 73.14%-41.2pp |
| Employer contribution / active EE | $2,518 | $2,068+21.8% | $2,839-11.3% | $2,342+7.5% |
| Participant deferral / active EE | $3,479 | $2,696+29.1% | $3,609-3.6% | $3,332+4.4% |
| Admin fee / account holder | $9,092 | $3,585+153.6% | $4,906+85.3% | $4,645+95.7% |