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 | $126,695 | $87,013+45.6% | $106,213+19.3% | $80,856+56.7% |
| Participation rate | 85.1% | 70.4%+14.6pp | 75.3%+9.8pp | 67.6%+17.4pp |
| Annual return | 12.84% | 17.05%-4.2pp | 116.14%-103.3pp | 35.59%-22.8pp |
| Employer contribution / active EE | $4,801 | $2,395+100.4% | $3,171+51.4% | $2,755+74.3% |
| Participant deferral / active EE | $7,547 | $3,986+89.3% | $5,016+50.5% | $4,296+75.7% |
| Admin fee / account holder | $11,207 | $8,431+32.9% | $11,033+1.6% | $6,918+62.0% |