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 | $119,784 | $67,606+77.2% | $82,313+45.5% | $70,131+70.8% |
| Participation rate | 96.6% | 72.8%+23.8pp | 76.9%+19.7pp | 69.5%+27.0pp |
| Annual return | 15.14% | 21.57%-6.4pp | 25.88%-10.7pp | 73.14%-58.0pp |
| Employer contribution / active EE | $3,042 | $1,755+73.4% | $2,428+25.3% | $2,342+29.9% |
| Participant deferral / active EE | $8,451 | $2,987+182.9% | $3,706+128.0% | $3,332+153.7% |
| Admin fee / account holder | $6,846 | $4,512+51.7% | $5,608+22.1% | $4,645+47.4% |