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 | $112,357 | $87,013+29.1% | $106,213+5.8% | $80,856+39.0% |
| Participation rate | 89.7% | 70.4%+19.2pp | 75.3%+14.4pp | 67.6%+22.0pp |
| Annual return | 15.06% | 17.05%-2.0pp | 116.14%-101.1pp | 35.59%-20.5pp |
| Employer contribution / active EE | $5,144 | $2,395+114.8% | $3,171+62.2% | $2,755+86.7% |
| Participant deferral / active EE | $3,683 | $3,986-7.6% | $5,016-26.6% | $4,296-14.3% |
| Admin fee / account holder | $10,495 | $8,431+24.5% | $11,033-4.9% | $6,918+51.7% |