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 | $105,473 | $70,475+49.7% | $100,516+4.9% | $79,858+32.1% |
| Participation rate | 88.0% | 73.7%+14.3pp | 79.4%+8.6pp | 69.6%+18.4pp |
| Annual return | 13.09% | 21.90%-8.8pp | 30.89%-17.8pp | 31.71%-18.6pp |
| Employer contribution / active EE | $2,902 | $2,165+34.1% | $3,418-15.1% | $2,471+17.5% |
| Participant deferral / active EE | $3,540 | $5,181-31.7% | $6,270-43.5% | $3,740-5.4% |
| Admin fee / account holder | $3,053 | $4,478-31.8% | $8,081-62.2% | $5,306-42.5% |