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 | $126,529 | $81,460+55.3% | $103,333+22.4% | $80,856+56.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 27.90% | 25.55%+2.4pp | 24.88%+3.0pp | 35.59%-7.7pp |
| Employer contribution / active EE | $6,967 | $3,105+124.4% | $3,868+80.1% | $2,755+152.9% |
| Participant deferral / active EE | $7,717 | $3,869+99.5% | $5,057+52.6% | $4,296+79.6% |
| Admin fee / account holder | $13,619 | $6,566+107.4% | $8,355+63.0% | $6,918+96.9% |