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 | $89,530 | $78,672+13.8% | $109,143-18.0% | $85,850+4.3% |
| Participation rate | 96.9% | 68.3%+28.6pp | 75.9%+21.0pp | 69.3%+27.6pp |
| Annual return | 28.25% | 25.09%+3.2pp | 25.75%+2.5pp | 318.53%-290.3pp |
| Employer contribution / active EE | $3,097 | $2,735+13.2% | $3,722-16.8% | $2,565+20.7% |
| Participant deferral / active EE | $11,524 | $3,467+232.4% | $4,653+147.7% | $3,952+191.6% |
| Admin fee / account holder | $3,040 | $5,469-44.4% | $6,752-55.0% | $6,260-51.4% |