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 | $105,177 | $67,606+55.6% | $82,313+27.8% | $70,131+50.0% |
| Participation rate | 72.3% | 72.8%-0.5pp | 76.9%-4.6pp | 69.5%+2.7pp |
| Annual return | 19.61% | 21.57%-2.0pp | 25.88%-6.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $2,250 | $1,755+28.2% | $2,428-7.3% | $2,342-3.9% |
| Participant deferral / active EE | $5,283 | $2,987+76.9% | $3,706+42.5% | $3,332+58.6% |
| Admin fee / account holder | $506 | $4,512-88.8% | $5,608-91.0% | $4,645-89.1% |