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 | $99,755 | $65,376+52.6% | $87,100+14.5% | $65,185+53.0% |
| Participation rate | 97.1% | 75.3%+21.8pp | 76.9%+20.2pp | 70.2%+26.9pp |
| Annual return | 18.64% | 31.27%-12.6pp | 28.19%-9.6pp | 29.38%-10.7pp |
| Employer contribution / active EE | $5,149 | $1,822+182.5% | $2,521+104.2% | $2,177+136.6% |
| Participant deferral / active EE | $1,779 | $3,388-47.5% | $4,049-56.1% | $3,514-49.4% |
| Admin fee / account holder | $9,946 | $520+1813.8% | $7,497+32.7% | $847+1074.2% |