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 | $98,752 | $57,990+70.3% | $76,190+29.6% | $80,856+22.1% |
| Participation rate | 95.1% | 73.7%+21.4pp | 79.3%+15.9pp | 67.6%+27.5pp |
| Annual return | 13.30% | 15.89%-2.6pp | 13.78%-0.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $4,675 | $3,565+31.1% | $4,578+2.1% | $2,755+69.7% |
| Participant deferral / active EE | $4,080 | $3,814+7.0% | $5,474-25.5% | $4,296-5.0% |
| Admin fee / account holder | $1,887 | $5,668-66.7% | $5,123-63.2% | $6,918-72.7% |