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 | $98,757 | $78,422+25.9% | $95,952+2.9% | $79,858+23.7% |
| Participation rate | 92.0% | 73.5%+18.5pp | 77.1%+14.9pp | 69.6%+22.4pp |
| Annual return | 17.56% | 19.37%-1.8pp | 91.61%-74.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,333 | $1,945-31.5% | $2,541-47.5% | $2,471-46.0% |
| Participant deferral / active EE | $4,502 | $3,440+30.9% | $4,167+8.0% | $3,740+20.4% |
| Admin fee / account holder | $4,867 | $5,622-13.4% | $6,795-28.4% | $5,306-8.3% |