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 | $89,081 | $58,234+53.0% | $81,783+8.9% | $80,874+10.1% |
| Participation rate | 91.9% | 63.4%+28.5pp | 72.4%+19.5pp | 67.6%+24.2pp |
| Annual return | 13.82% | 41.70%-27.9pp | 775.05%-761.2pp | 35.62%-21.8pp |
| Employer contribution / active EE | $3,218 | $2,341+37.4% | $2,913+10.5% | $2,756+16.8% |
| Participant deferral / active EE | $6,206 | $3,283+89.0% | $4,320+43.6% | $4,297+44.4% |
| Admin fee / account holder | $3,724 | $4,982-25.2% | $7,380-49.5% | $6,935-46.3% |