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 | $81,117 | $59,101+37.3% | $77,163+5.1% | $75,163+7.9% |
| Participation rate | 77.6% | 63.9%+13.8pp | 69.6%+8.1pp | 67.2%+10.5pp |
| Annual return | 15.63% | 26.71%-11.1pp | 37.87%-22.2pp | 160.62%-145.0pp |
| Employer contribution / active EE | $3,810 | $1,995+90.9% | $2,535+50.3% | $2,670+42.7% |
| Participant deferral / active EE | $4,889 | $2,999+63.0% | $3,833+27.6% | $4,125+18.5% |
| Admin fee / account holder | $8,429 | $4,774+76.5% | $5,472+54.0% | $5,651+49.2% |