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 | $98,178 | $63,346+55.0% | $92,233+6.4% | $70,131+40.0% |
| Participation rate | 75.0% | 68.7%+6.3pp | 76.5%-1.5pp | 69.5%+5.5pp |
| Annual return | 13.33% | 530.12%-516.8pp | 176.28%-162.9pp | 73.14%-59.8pp |
| Employer contribution / active EE | $1,720 | $2,471-30.4% | $3,679-53.3% | $2,342-26.6% |
| Participant deferral / active EE | $3,582 | $2,854+25.5% | $3,897-8.1% | $3,332+7.5% |
| Admin fee / account holder | $5,826 | $3,840+51.7% | $5,194+12.2% | $4,645+25.4% |