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 | $86,494 | $63,861+35.4% | $104,607-17.3% | $79,858+8.3% |
| Participation rate | 91.7% | 64.9%+26.7pp | 74.1%+17.6pp | 69.6%+22.0pp |
| Annual return | 13.05% | 21.30%-8.3pp | 340.46%-327.4pp | 31.71%-18.7pp |
| Employer contribution / active EE | $5,974 | $1,588+276.1% | $2,681+122.9% | $2,471+141.8% |
| Participant deferral / active EE | $3,415 | $2,693+26.8% | $3,740-8.7% | $3,740-8.7% |
| Admin fee / account holder | $545 | $4,185-87.0% | $6,473-91.6% | $5,306-89.7% |