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 | $104,553 | $58,851+77.7% | $115,157-9.2% | $72,985+43.3% |
| Participation rate | 96.4% | 65.5%+30.9pp | 75.9%+20.5pp | 69.5%+26.9pp |
| Annual return | 20.66% | 23.16%-2.5pp | 35.60%-14.9pp | 81.00%-60.3pp |
| Employer contribution / active EE | $4,570 | $1,798+154.2% | $3,179+43.8% | $2,440+87.3% |
| Participant deferral / active EE | $4,782 | $2,643+81.0% | $4,168+14.7% | $3,607+32.6% |
| Admin fee / account holder | $4,594 | $6,370-27.9% | $7,088-35.2% | $5,124-10.3% |