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 | $113,514 | $78,422+44.7% | $95,952+18.3% | $79,858+42.1% |
| Participation rate | 97.8% | 73.5%+24.3pp | 77.1%+20.7pp | 69.6%+28.1pp |
| Annual return | 12.67% | 19.37%-6.7pp | 91.61%-78.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $2,752 | $1,945+41.5% | $2,541+8.3% | $2,471+11.4% |
| Participant deferral / active EE | $4,277 | $3,440+24.3% | $4,167+2.6% | $3,740+14.3% |
| Admin fee / account holder | $9,059 | $5,622+61.1% | $6,795+33.3% | $5,306+70.7% |