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 | $100,489 | $78,422+28.1% | $95,952+4.7% | $79,858+25.8% |
| Participation rate | 96.3% | 73.5%+22.8pp | 77.1%+19.2pp | 69.6%+26.7pp |
| Annual return | 11.08% | 19.37%-8.3pp | 91.61%-80.5pp | 31.71%-20.6pp |
| Employer contribution / active EE | $3,935 | $1,945+102.3% | $2,541+54.9% | $2,471+59.3% |
| Participant deferral / active EE | $9,514 | $3,440+176.6% | $4,167+128.3% | $3,740+154.4% |
| Admin fee / account holder | $6,027 | $5,622+7.2% | $6,795-11.3% | $5,306+13.6% |