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 | $81,143 | $48,795+66.3% | $65,493+23.9% | $84,808-4.3% |
| Participation rate | 98.4% | 67.0%+31.4pp | 73.1%+25.3pp | 68.3%+30.1pp |
| Annual return | 15.15% | 20.20%-5.0pp | 982.45%-967.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,979 | $1,930+106.2% | $2,574+54.6% | $2,631+51.2% |
| Participant deferral / active EE | $5,459 | $2,928+86.4% | $3,961+37.8% | $4,212+29.6% |
| Admin fee / account holder | $7,950 | $3,877+105.1% | $5,028+58.1% | $7,344+8.3% |