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 | $86,627 | $49,177+76.2% | $79,464+9.0% | $64,186+35.0% |
| Participation rate | 97.4% | 65.0%+32.4pp | 73.3%+24.1pp | 69.6%+27.9pp |
| Annual return | 5.96% | -1.16%+7.1pp | 718.14%-712.2pp | 7.63%-1.7pp |
| Employer contribution / active EE | $7,747 | $2,076+273.1% | $2,800+176.6% | $2,381+225.4% |
| Participant deferral / active EE | $7,306 | $2,821+158.9% | $3,704+97.2% | $3,470+110.6% |
| Admin fee / account holder | $10,180 | $3,839+165.2% | $5,113+99.1% | $4,888+108.3% |