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 | $93,263 | $53,127+75.5% | $86,590+7.7% | $70,131+33.0% |
| Participation rate | 81.1% | 65.3%+15.8pp | 73.5%+7.5pp | 69.5%+11.5pp |
| Annual return | 14.82% | 27.66%-12.8pp | 964.84%-950.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $2,379 | $2,068+15.0% | $2,839-16.2% | $2,342+1.6% |
| Participant deferral / active EE | $4,823 | $2,696+78.9% | $3,609+33.6% | $3,332+44.7% |
| Admin fee / account holder | $12,657 | $3,585+253.0% | $4,906+158.0% | $4,645+172.5% |