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 | $95,997 | $109,881-12.6% | $150,045-36.0% | $84,808+13.2% |
| Participation rate | 97.6% | 76.1%+21.6pp | 82.3%+15.3pp | 68.3%+29.3pp |
| Annual return | 67.38% | 28.25%+39.1pp | 62.55%+4.8pp | 40.90%+26.5pp |
| Employer contribution / active EE | $13,183 | $3,561+270.2% | $4,693+180.9% | $2,631+401.1% |
| Participant deferral / active EE | $13,047 | $6,636+96.6% | $7,997+63.1% | $4,212+209.8% |
| Admin fee / account holder | $14,861 | $8,568+73.4% | $13,435+10.6% | $7,344+102.4% |