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 | $114,459 | $78,485+45.8% | $106,213+7.8% | $74,495+53.6% |
| Participation rate | 92.1% | 72.8%+19.3pp | 75.3%+16.8pp | 67.2%+24.9pp |
| Annual return | 17.93% | 15.95%+2.0pp | 116.14%-98.2pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $5,209 | $2,523+106.5% | $3,171+64.3% | $2,623+98.6% |
| Participant deferral / active EE | $11,328 | $4,322+162.1% | $5,016+125.8% | $4,346+160.7% |
| Admin fee / account holder | $14,462 | $2,232+548.0% | $11,033+31.1% | $1,942+644.8% |