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 | $90,947 | $58,208+56.2% | $81,812+11.2% | $80,856+12.5% |
| Participation rate | 80.4% | 63.4%+17.0pp | 72.3%+8.0pp | 67.6%+12.8pp |
| Annual return | 14.21% | 41.66%-27.4pp | 773.79%-759.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $3,552 | $2,340+51.8% | $2,912+22.0% | $2,755+28.9% |
| Participant deferral / active EE | $4,349 | $3,281+32.6% | $4,319+0.7% | $4,296+1.3% |
| Admin fee / account holder | $6,123 | $4,981+22.9% | $7,386-17.1% | $6,918-11.5% |