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 | $96,173 | $56,277+70.9% | $80,975+18.8% | $62,891+52.9% |
| Participation rate | 95.6% | 69.0%+26.6pp | 75.8%+19.7pp | 69.3%+26.2pp |
| Annual return | 12.73% | 22.12%-9.4pp | 17.10%-4.4pp | 20.14%-7.4pp |
| Employer contribution / active EE | $5,766 | $1,943+196.8% | $3,714+55.2% | $2,281+152.8% |
| Participant deferral / active EE | $10,754 | $4,195+156.3% | $5,696+88.8% | $3,203+235.8% |
| Admin fee / account holder | $5,925 | $3,741+58.4% | $5,516+7.4% | $4,296+37.9% |