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 | $104,736 | $65,041+61.0% | $90,951+15.2% | $79,858+31.2% |
| Participation rate | 92.4% | 61.6%+30.8pp | 69.0%+23.4pp | 69.6%+22.8pp |
| Annual return | 13.39% | 30.45%-17.1pp | 134.60%-121.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,508 | $1,247+20.9% | $2,122-28.9% | $2,471-39.0% |
| Participant deferral / active EE | $4,027 | $2,512+60.3% | $3,373+19.4% | $3,740+7.7% |
| Admin fee / account holder | $9,406 | $4,536+107.4% | $5,959+57.9% | $5,306+77.3% |