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 | $105,731 | $65,365+61.8% | $92,893+13.8% | $72,985+44.9% |
| Participation rate | 73.3% | 68.3%+5.0pp | 76.0%-2.7pp | 69.5%+3.8pp |
| Annual return | 25.47% | 42.10%-16.6pp | 109.41%-83.9pp | 81.00%-55.5pp |
| Employer contribution / active EE | $2,952 | $2,594+13.8% | $3,653-19.2% | $2,440+21.0% |
| Participant deferral / active EE | $5,159 | $3,128+64.9% | $4,236+21.8% | $3,607+43.0% |
| Admin fee / account holder | $7,986 | $4,251+87.8% | $5,794+37.8% | $5,124+55.8% |