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 | $118,060 | $102,616+15.1% | $81,983+44.0% | $158,922-25.7% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.2%+18.3pp | 82.0%+5.5pp |
| Annual return | 44.53% | 61.04%-16.5pp | 41.31%+3.2pp | 302.83%-258.3pp |
| Employer contribution / active EE | $3,108 | $3,240-4.1% | $2,498+24.4% | $4,761-34.7% |
| Participant deferral / active EE | $7,512 | $4,648+61.6% | $3,722+101.8% | $5,982+25.6% |
| Admin fee / account holder | $456 | $8,235-94.5% | $5,664-91.9% | $11,246-95.9% |