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 | $104,236 | $56,053+86.0% | $75,972+37.2% | $80,856+28.9% |
| Participation rate | 91.8% | 62.0%+29.8pp | 69.1%+22.8pp | 67.6%+24.2pp |
| Annual return | 16.24% | 20.53%-4.3pp | 359.55%-343.3pp | 35.59%-19.4pp |
| Employer contribution / active EE | $2,128 | $1,874+13.6% | $2,685-20.7% | $2,755-22.7% |
| Participant deferral / active EE | $5,951 | $3,052+95.0% | $4,255+39.9% | $4,296+38.5% |
| Admin fee / account holder | $13,285 | $5,234+153.8% | $6,467+105.4% | $6,918+92.0% |