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 | $112,210 | $78,422+43.1% | $95,952+16.9% | $79,858+40.5% |
| Participation rate | 98.2% | 73.5%+24.7pp | 77.1%+21.1pp | 69.6%+28.6pp |
| Annual return | 12.44% | 19.37%-6.9pp | 91.61%-79.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $3,542 | $1,945+82.1% | $2,541+39.4% | $2,471+43.4% |
| Participant deferral / active EE | $4,126 | $3,440+19.9% | $4,167-1.0% | $3,740+10.3% |
| Admin fee / account holder | $8,038 | $5,622+43.0% | $6,795+18.3% | $5,306+51.5% |