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 | $97,531 | $58,208+67.6% | $81,812+19.2% | $80,856+20.6% |
| Participation rate | 94.3% | 63.4%+30.9pp | 72.3%+21.9pp | 67.6%+26.6pp |
| Annual return | 14.20% | 41.66%-27.5pp | 773.79%-759.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $7,359 | $2,340+214.5% | $2,912+152.7% | $2,755+167.1% |
| Participant deferral / active EE | $9,867 | $3,281+200.8% | $4,319+128.5% | $4,296+129.7% |
| Admin fee / account holder | $4,384 | $4,981-12.0% | $7,386-40.6% | $6,918-36.6% |