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 | $121,999 | $78,422+55.6% | $95,952+27.1% | $79,858+52.8% |
| Participation rate | 87.1% | 73.5%+13.6pp | 77.1%+10.0pp | 69.6%+17.5pp |
| Annual return | 16.54% | 19.37%-2.8pp | 91.61%-75.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,613 | $1,945-17.1% | $2,541-36.5% | $2,471-34.7% |
| Participant deferral / active EE | $4,610 | $3,440+34.0% | $4,167+10.6% | $3,740+23.3% |
| Admin fee / account holder | $3,654 | $5,622-35.0% | $6,795-46.2% | $5,306-31.1% |