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 | $81,362 | $58,208+39.8% | $81,812-0.5% | $80,856+0.6% |
| Participation rate | 84.8% | 63.4%+21.4pp | 72.3%+12.4pp | 67.6%+17.1pp |
| Annual return | 15.15% | 41.66%-26.5pp | 773.79%-758.6pp | 35.59%-20.4pp |
| Employer contribution / active EE | $5,492 | $2,340+134.7% | $2,912+88.6% | $2,755+99.4% |
| Participant deferral / active EE | $3,677 | $3,281+12.1% | $4,319-14.9% | $4,296-14.4% |
| Admin fee / account holder | $5,108 | $4,981+2.5% | $7,386-30.8% | $6,918-26.2% |