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 | $108,189 | $46,553+132.4% | $64,056+68.9% | $75,163+43.9% |
| Participation rate | 83.3% | 65.9%+17.4pp | 72.3%+11.0pp | 67.2%+16.1pp |
| Annual return | 13.22% | 26.03%-12.8pp | 33.69%-20.5pp | 160.62%-147.4pp |
| Employer contribution / active EE | $4,675 | $1,974+136.9% | $2,747+70.2% | $2,670+75.1% |
| Participant deferral / active EE | $9,581 | $2,837+237.8% | $3,880+146.9% | $4,125+132.3% |
| Admin fee / account holder | $9,958 | $2,952+237.3% | $3,068+224.6% | $5,651+76.2% |