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 | $103,298 | $89,355+15.6% | $141,162-26.8% | $72,985+41.5% |
| Participation rate | 95.0% | 75.1%+19.9pp | 82.5%+12.5pp | 69.5%+25.5pp |
| Annual return | 25.64% | 111.85%-86.2pp | 71.39%-45.7pp | 81.00%-55.4pp |
| Employer contribution / active EE | $3,533 | $3,114+13.4% | $4,735-25.4% | $2,440+44.8% |
| Participant deferral / active EE | $6,746 | $5,418+24.5% | $6,709+0.6% | $3,607+87.0% |
| Admin fee / account holder | $822 | $5,958-86.2% | $10,261-92.0% | $5,124-84.0% |