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 | $97,440 | $63,346+53.8% | $92,233+5.6% | $70,131+38.9% |
| Participation rate | 93.8% | 68.7%+25.1pp | 76.5%+17.3pp | 69.5%+24.2pp |
| Annual return | 13.35% | 530.12%-516.8pp | 176.28%-162.9pp | 73.14%-59.8pp |
| Employer contribution / active EE | $1,813 | $2,471-26.6% | $3,679-50.7% | $2,342-22.6% |
| Participant deferral / active EE | $3,219 | $2,854+12.8% | $3,897-17.4% | $3,332-3.4% |
| Admin fee / account holder | $1,239 | $3,840-67.7% | $5,194-76.1% | $4,645-73.3% |