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 | $109,844 | $58,512+87.7% | $84,015+30.7% | $72,985+50.5% |
| Participation rate | 88.9% | 61.2%+27.7pp | 69.0%+19.9pp | 69.5%+19.4pp |
| Annual return | 25.97% | 28.93%-3.0pp | 71.31%-45.3pp | 81.00%-55.0pp |
| Employer contribution / active EE | $2,672 | $1,163+129.7% | $1,983+34.7% | $2,440+9.5% |
| Participant deferral / active EE | $6,471 | $2,394+170.3% | $3,239+99.8% | $3,607+79.4% |
| Admin fee / account holder | $5,946 | $4,569+30.1% | $6,101-2.5% | $5,124+16.0% |