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 | $124,079 | $78,422+58.2% | $95,952+29.3% | $79,858+55.4% |
| Participation rate | 98.0% | 73.5%+24.6pp | 77.1%+21.0pp | 69.6%+28.4pp |
| Annual return | 12.67% | 19.37%-6.7pp | 91.61%-78.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,961 | $1,945+0.8% | $2,541-22.8% | $2,471-20.6% |
| Participant deferral / active EE | $6,854 | $3,440+99.3% | $4,167+64.5% | $3,740+83.3% |
| Admin fee / account holder | $7,807 | $5,622+38.9% | $6,795+14.9% | $5,306+47.1% |