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 | $103,178 | $78,422+31.6% | $95,952+7.5% | $79,858+29.2% |
| Participation rate | 92.3% | 73.5%+18.8pp | 77.1%+15.2pp | 69.6%+22.7pp |
| Annual return | 15.70% | 19.37%-3.7pp | 91.61%-75.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,775 | $1,945+42.6% | $2,541+9.2% | $2,471+12.3% |
| Participant deferral / active EE | $5,276 | $3,440+53.4% | $4,167+26.6% | $3,740+41.1% |
| Admin fee / account holder | $6,683 | $5,622+18.9% | $6,795-1.6% | $5,306+26.0% |