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 | $129,499 | $78,422+65.1% | $95,952+35.0% | $79,858+62.2% |
| Participation rate | 88.2% | 73.5%+14.7pp | 77.1%+11.2pp | 69.6%+18.6pp |
| Annual return | 16.44% | 19.37%-2.9pp | 91.61%-75.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $2,339 | $1,945+20.3% | $2,541-7.9% | $2,471-5.3% |
| Participant deferral / active EE | $3,601 | $3,440+4.7% | $4,167-13.6% | $3,740-3.7% |
| Admin fee / account holder | $5,826 | $5,622+3.6% | $6,795-14.3% | $5,306+9.8% |