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 | $97,857 | $72,277+35.4% | $101,248-3.3% | $79,858+22.5% |
| Participation rate | 97.9% | 68.5%+29.4pp | 75.8%+22.1pp | 69.6%+28.3pp |
| Annual return | 19.56% | 22.30%-2.7pp | 46.47%-26.9pp | 31.71%-12.2pp |
| Employer contribution / active EE | $3,537 | $2,692+31.4% | $3,660-3.3% | $2,471+43.2% |
| Participant deferral / active EE | $5,674 | $3,282+72.9% | $4,370+29.8% | $3,740+51.7% |
| Admin fee / account holder | $2,338 | $4,400-46.9% | $5,945-60.7% | $5,306-55.9% |