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 | $113,777 | $63,861+78.2% | $104,607+8.8% | $79,858+42.5% |
| Participation rate | 95.2% | 64.9%+30.3pp | 74.1%+21.2pp | 69.6%+25.6pp |
| Annual return | 14.36% | 21.30%-6.9pp | 340.46%-326.1pp | 31.71%-17.4pp |
| Employer contribution / active EE | $4,138 | $1,588+160.5% | $2,681+54.4% | $2,471+67.5% |
| Participant deferral / active EE | $6,495 | $2,693+141.2% | $3,740+73.7% | $3,740+73.7% |
| Admin fee / account holder | $21,603 | $4,185+416.2% | $6,473+233.7% | $5,306+307.1% |