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 | $114,076 | $78,422+45.5% | $95,952+18.9% | $79,858+42.8% |
| Participation rate | 96.2% | 73.5%+22.7pp | 77.1%+19.2pp | 69.6%+26.6pp |
| Annual return | 15.12% | 19.37%-4.2pp | 91.61%-76.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $2,035 | $1,945+4.6% | $2,541-19.9% | $2,471-17.6% |
| Participant deferral / active EE | $4,694 | $3,440+36.5% | $4,167+12.6% | $3,740+25.5% |
| Admin fee / account holder | $2,783 | $5,622-50.5% | $6,795-59.0% | $5,306-47.5% |