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 | $79,287 | $48,230+64.4% | $67,502+17.5% | $80,856-1.9% |
| Participation rate | 92.9% | 66.4%+26.5pp | 72.9%+20.0pp | 67.6%+25.2pp |
| Annual return | 15.92% | 18.28%-2.4pp | 3512.12%-3496.2pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,416 | $2,020+19.6% | $2,731-11.5% | $2,755-12.3% |
| Participant deferral / active EE | $3,873 | $2,924+32.5% | $4,000-3.2% | $4,296-9.9% |
| Admin fee / account holder | $6,527 | $3,681+77.3% | $3,998+63.3% | $6,918-5.7% |