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 | $128,888 | $78,422+64.4% | $95,952+34.3% | $79,858+61.4% |
| Participation rate | 94.7% | 73.5%+21.3pp | 77.1%+17.7pp | 69.6%+25.1pp |
| Annual return | 14.71% | 19.37%-4.7pp | 91.61%-76.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $2,976 | $1,945+53.0% | $2,541+17.1% | $2,471+20.4% |
| Participant deferral / active EE | $5,631 | $3,440+63.7% | $4,167+35.1% | $3,740+50.6% |
| Admin fee / account holder | $5,812 | $5,622+3.4% | $6,795-14.5% | $5,306+9.5% |