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 | $118,994 | $78,422+51.7% | $95,952+24.0% | $79,858+49.0% |
| Participation rate | 87.0% | 73.5%+13.6pp | 77.1%+10.0pp | 69.6%+17.4pp |
| Annual return | 13.06% | 19.37%-6.3pp | 91.61%-78.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,117 | $1,945+8.9% | $2,541-16.7% | $2,471-14.3% |
| Participant deferral / active EE | $4,561 | $3,440+32.6% | $4,167+9.5% | $3,740+22.0% |
| Admin fee / account holder | $10,296 | $5,622+83.1% | $6,795+51.5% | $5,306+94.0% |