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 | $114,801 | $57,281+100.4% | $86,612+32.5% | $75,163+52.7% |
| Participation rate | 95.6% | 63.2%+32.4pp | 71.7%+23.9pp | 67.2%+28.4pp |
| Annual return | 13.82% | 2670.75%-2656.9pp | 591.07%-577.3pp | 160.62%-146.8pp |
| Employer contribution / active EE | $2,594 | $2,314+12.1% | $3,022-14.2% | $2,670-2.8% |
| Participant deferral / active EE | $7,361 | $3,318+121.9% | $4,438+65.9% | $4,125+78.4% |
| Admin fee / account holder | $2,370 | $4,112-42.4% | $5,614-57.8% | $5,651-58.1% |