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 | $150,106 | $78,422+91.4% | $95,952+56.4% | $79,858+88.0% |
| Participation rate | 97.3% | 73.5%+23.8pp | 77.1%+20.2pp | 69.6%+27.6pp |
| Annual return | 15.38% | 19.37%-4.0pp | 91.61%-76.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,737 | $1,945-10.7% | $2,541-31.6% | $2,471-29.7% |
| Participant deferral / active EE | $3,886 | $3,440+13.0% | $4,167-6.7% | $3,740+3.9% |
| Admin fee / account holder | $7,467 | $5,622+32.8% | $6,795+9.9% | $5,306+40.7% |