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 | $118,511 | $70,428+68.3% | $96,562+22.7% | $85,850+38.0% |
| Participation rate | 96.9% | 61.8%+35.1pp | 69.8%+27.1pp | 69.3%+27.6pp |
| Annual return | 13.86% | 18.59%-4.7pp | 37.78%-23.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $2,999 | $1,413+112.3% | $2,356+27.3% | $2,565+16.9% |
| Participant deferral / active EE | $6,080 | $2,894+110.1% | $3,849+58.0% | $3,952+53.9% |
| Admin fee / account holder | $11,259 | $4,997+125.3% | $6,181+82.2% | $6,260+79.9% |