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 | $119,257 | $72,404+64.7% | $110,238+8.2% | $64,186+85.8% |
| Participation rate | 93.5% | 73.3%+20.2pp | 79.8%+13.7pp | 69.6%+24.0pp |
| Annual return | 9.91% | -6.29%+16.2pp | 314.74%-304.8pp | 7.63%+2.3pp |
| Employer contribution / active EE | $3,160 | $2,282+38.5% | $3,826-17.4% | $2,381+32.7% |
| Participant deferral / active EE | $5,292 | $3,469+52.5% | $4,672+13.3% | $3,470+52.5% |
| Admin fee / account holder | $1,967 | $5,664-65.3% | $8,547-77.0% | $4,888-59.8% |