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 | $81,140 | $58,208+39.4% | $81,812-0.8% | $80,856+0.4% |
| Participation rate | 82.9% | 63.4%+19.5pp | 72.3%+10.6pp | 67.6%+15.3pp |
| Annual return | 22.03% | 41.66%-19.6pp | 773.79%-751.8pp | 35.59%-13.6pp |
| Employer contribution / active EE | $5,166 | $2,340+120.8% | $2,912+77.4% | $2,755+87.5% |
| Participant deferral / active EE | $9,402 | $3,281+186.6% | $4,319+117.7% | $4,296+118.9% |
| Admin fee / account holder | $8,247 | $4,981+65.6% | $7,386+11.7% | $6,918+19.2% |