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 | $105,868 | $80,673+31.2% | $101,326+4.5% | $84,808+24.8% |
| Participation rate | 80.0% | 77.8%+2.2pp | 81.5%-1.5pp | 68.3%+11.7pp |
| Annual return | 16.63% | 38.95%-22.3pp | 36.82%-20.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $4,799 | $2,698+77.9% | $3,665+30.9% | $2,631+82.4% |
| Participant deferral / active EE | $10,959 | $6,840+60.2% | $7,994+37.1% | $4,212+160.2% |
| Admin fee / account holder | $17,966 | $12,784+40.5% | $11,185+60.6% | $7,344+144.6% |