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 | $100,863 | $78,422+28.6% | $95,952+5.1% | $79,858+26.3% |
| Participation rate | 96.3% | 73.5%+22.8pp | 77.1%+19.2pp | 69.6%+26.7pp |
| Annual return | 14.77% | 19.37%-4.6pp | 91.61%-76.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $6,355 | $1,945+226.7% | $2,541+150.1% | $2,471+157.2% |
| Participant deferral / active EE | $4,564 | $3,440+32.7% | $4,167+9.5% | $3,740+22.0% |
| Admin fee / account holder | $4,216 | $5,622-25.0% | $6,795-38.0% | $5,306-20.5% |