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 | $94,738 | $58,208+62.8% | $81,812+15.8% | $80,856+17.2% |
| Participation rate | 97.1% | 63.4%+33.6pp | 72.3%+24.7pp | 67.6%+29.4pp |
| Annual return | 13.96% | 41.66%-27.7pp | 773.79%-759.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $5,756 | $2,340+146.0% | $2,912+97.7% | $2,755+109.0% |
| Participant deferral / active EE | $6,797 | $3,281+107.2% | $4,319+57.4% | $4,296+58.2% |
| Admin fee / account holder | $8,118 | $4,981+63.0% | $7,386+9.9% | $6,918+17.4% |