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 | $126,463 | $78,422+61.3% | $95,952+31.8% | $79,858+58.4% |
| Participation rate | 97.1% | 73.5%+23.6pp | 77.1%+20.0pp | 69.6%+27.4pp |
| Annual return | 24.71% | 19.37%+5.3pp | 91.61%-66.9pp | 31.71%-7.0pp |
| Employer contribution / active EE | $540 | $1,945-72.2% | $2,541-78.7% | $2,471-78.1% |
| Participant deferral / active EE | $4,312 | $3,440+25.4% | $4,167+3.5% | $3,740+15.3% |
| Admin fee / account holder | $7,652 | $5,622+36.1% | $6,795+12.6% | $5,306+44.2% |