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 | $82,232 | $69,515+18.3% | $86,874-5.3% | $85,850-4.2% |
| Participation rate | 92.9% | 66.3%+26.5pp | 71.6%+21.2pp | 69.3%+23.5pp |
| Annual return | 13.15% | 20.12%-7.0pp | 63.52%-50.4pp | 318.53%-305.4pp |
| Employer contribution / active EE | $3,044 | $1,880+61.9% | $2,495+22.0% | $2,565+18.7% |
| Participant deferral / active EE | $6,615 | $2,919+126.6% | $3,699+78.8% | $3,952+67.4% |
| Admin fee / account holder | $1,248 | $5,972-79.1% | $5,828-78.6% | $6,260-80.1% |