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 | $101,816 | $52,279+94.8% | $89,391+13.9% | $79,858+27.5% |
| Participation rate | 88.5% | 57.5%+30.9pp | 68.0%+20.5pp | 69.6%+18.8pp |
| Annual return | 13.07% | 22.16%-9.1pp | 245.62%-232.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,579 | $1,572+0.5% | $2,586-38.9% | $2,471-36.1% |
| Participant deferral / active EE | $7,562 | $2,740+175.9% | $3,890+94.4% | $3,740+102.2% |
| Admin fee / account holder | $2,199 | $3,356-34.5% | $4,881-55.0% | $5,306-58.6% |