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 | $99,802 | $78,705+26.8% | $117,854-15.3% | $70,131+42.3% |
| Participation rate | 93.1% | 73.2%+19.9pp | 79.7%+13.4pp | 69.5%+23.6pp |
| Annual return | 31.90% | 23.30%+8.6pp | 335.08%-303.2pp | 73.14%-41.2pp |
| Employer contribution / active EE | $4,411 | $2,223+98.4% | $3,786+16.5% | $2,342+88.3% |
| Participant deferral / active EE | $5,029 | $3,297+52.5% | $4,482+12.2% | $3,332+50.9% |
| Admin fee / account holder | $3,991 | $5,065-21.2% | $8,020-50.2% | $4,645-14.1% |