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 | $113,508 | $58,512+94.0% | $84,015+35.1% | $72,985+55.5% |
| Participation rate | 96.9% | 61.2%+35.6pp | 69.0%+27.9pp | 69.5%+27.4pp |
| Annual return | 21.68% | 28.93%-7.3pp | 71.31%-49.6pp | 81.00%-59.3pp |
| Employer contribution / active EE | $764 | $1,163-34.3% | $1,983-61.5% | $2,440-68.7% |
| Participant deferral / active EE | $4,190 | $2,394+75.0% | $3,239+29.4% | $3,607+16.2% |
| Admin fee / account holder | $9,480 | $4,569+107.5% | $6,101+55.4% | $5,124+85.0% |