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 | $105,838 | $52,639+101.1% | $185,117-42.8% | $62,292+69.9% |
| Participation rate | 86.7% | 63.9%+22.8pp | 77.3%+9.4pp | 69.5%+17.2pp |
| Annual return | 18.26% | 19.57%-1.3pp | 40.50%-22.2pp | 28.90%-10.6pp |
| Employer contribution / active EE | $9,994 | $1,483+574.1% | $4,182+139.0% | $2,042+389.4% |
| Participant deferral / active EE | $9,348 | $3,097+201.8% | $5,045+85.3% | $3,169+195.0% |
| Admin fee / account holder | $2,551 | $374+582.7% | $8,159-68.7% | $479+432.1% |