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 | $82,996 | $56,053+48.1% | $75,972+9.2% | $80,856+2.6% |
| Participation rate | 92.9% | 62.0%+30.8pp | 69.1%+23.8pp | 67.6%+25.2pp |
| Annual return | 13.23% | 20.53%-7.3pp | 359.55%-346.3pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,029 | $1,874+8.2% | $2,685-24.4% | $2,755-26.4% |
| Participant deferral / active EE | $6,678 | $3,052+118.8% | $4,255+56.9% | $4,296+55.4% |
| Admin fee / account holder | $5,558 | $5,234+6.2% | $6,467-14.1% | $6,918-19.7% |