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 | $79,862 | $58,828+35.8% | $77,999+2.4% | $62,891+27.0% |
| Participation rate | 93.6% | 71.1%+22.6pp | 75.5%+18.1pp | 69.3%+24.3pp |
| Annual return | 9.45% | 17.16%-7.7pp | 425.96%-416.5pp | 20.14%-10.7pp |
| Employer contribution / active EE | $5,526 | $1,672+230.5% | $2,470+123.7% | $2,281+142.3% |
| Participant deferral / active EE | $9,297 | $2,686+246.2% | $3,497+165.9% | $3,203+190.3% |
| Admin fee / account holder | $8,094 | $4,393+84.2% | $5,480+47.7% | $4,296+88.4% |