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 | $87,314 | $65,409+33.5% | $98,442-11.3% | $85,850+1.7% |
| Participation rate | 98.1% | 65.0%+33.1pp | 73.3%+24.8pp | 69.3%+28.8pp |
| Annual return | 13.77% | 21.76%-8.0pp | 1492.73%-1479.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $7,109 | $2,168+228.0% | $2,960+140.2% | $2,565+177.2% |
| Participant deferral / active EE | $6,811 | $3,166+115.1% | $4,276+59.3% | $3,952+72.4% |
| Admin fee / account holder | $6,581 | $4,593+43.3% | $5,949+10.6% | $6,260+5.1% |