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 | $71,444 | $53,127+34.5% | $86,590-17.5% | $70,131+1.9% |
| Participation rate | 78.4% | 65.3%+13.1pp | 73.5%+4.8pp | 69.5%+8.8pp |
| Annual return | 22.98% | 27.66%-4.7pp | 964.84%-941.9pp | 73.14%-50.2pp |
| Employer contribution / active EE | $2,379 | $2,068+15.0% | $2,839-16.2% | $2,342+1.5% |
| Participant deferral / active EE | $9,515 | $2,696+253.0% | $3,609+163.7% | $3,332+185.6% |
| Admin fee / account holder | $1,786 | $3,585-50.2% | $4,906-63.6% | $4,645-61.6% |