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 | $109,578 | $78,422+39.7% | $95,952+14.2% | $79,858+37.2% |
| Participation rate | 89.6% | 73.5%+16.1pp | 77.1%+12.5pp | 69.6%+19.9pp |
| Annual return | 12.90% | 19.37%-6.5pp | 91.61%-78.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $3,766 | $1,945+93.6% | $2,541+48.2% | $2,471+52.4% |
| Participant deferral / active EE | $5,878 | $3,440+70.9% | $4,167+41.1% | $3,740+57.2% |
| Admin fee / account holder | $10,034 | $5,622+78.5% | $6,795+47.7% | $5,306+89.1% |