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 | $107,958 | $58,208+85.5% | $81,812+32.0% | $80,856+33.5% |
| Participation rate | 88.9% | 63.4%+25.5pp | 72.3%+16.5pp | 67.6%+21.3pp |
| Annual return | 13.57% | 41.66%-28.1pp | 773.79%-760.2pp | 35.59%-22.0pp |
| Employer contribution / active EE | $386 | $2,340-83.5% | $2,912-86.8% | $2,755-86.0% |
| Participant deferral / active EE | $7,192 | $3,281+119.2% | $4,319+66.5% | $4,296+67.4% |
| Admin fee / account holder | $4,312 | $4,981-13.4% | $7,386-41.6% | $6,918-37.7% |