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 | $105,925 | $59,839+77.0% | $81,983+29.2% | $79,858+32.6% |
| Participation rate | 88.5% | 61.6%+26.8pp | 69.2%+19.2pp | 69.6%+18.8pp |
| Annual return | 14.03% | 17.56%-3.5pp | 41.31%-27.3pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,674 | $1,713-2.3% | $2,498-33.0% | $2,471-32.2% |
| Participant deferral / active EE | $6,942 | $2,695+157.6% | $3,722+86.5% | $3,740+85.6% |
| Admin fee / account holder | $3,602 | $4,287-16.0% | $5,664-36.4% | $5,306-32.1% |