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 | $113,165 | $78,422+44.3% | $95,952+17.9% | $79,858+41.7% |
| Participation rate | 97.3% | 73.5%+23.8pp | 77.1%+20.2pp | 69.6%+27.6pp |
| Annual return | 11.49% | 19.37%-7.9pp | 91.61%-80.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,114 | $1,945-42.7% | $2,541-56.1% | $2,471-54.9% |
| Participant deferral / active EE | $6,593 | $3,440+91.7% | $4,167+58.2% | $3,740+76.3% |
| Admin fee / account holder | $5,265 | $5,622-6.3% | $6,795-22.5% | $5,306-0.8% |