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 | $118,468 | $78,422+51.1% | $95,952+23.5% | $79,858+48.3% |
| Participation rate | 91.7% | 73.5%+18.2pp | 77.1%+14.6pp | 69.6%+22.0pp |
| Annual return | 20.18% | 19.37%+0.8pp | 91.61%-71.4pp | 31.71%-11.5pp |
| Employer contribution / active EE | $2,449 | $1,945+25.9% | $2,541-3.6% | $2,471-0.9% |
| Participant deferral / active EE | $5,642 | $3,440+64.0% | $4,167+35.4% | $3,740+50.8% |
| Admin fee / account holder | $2,337 | $5,622-58.4% | $6,795-65.6% | $5,306-56.0% |