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 | $99,784 | $78,422+27.2% | $95,952+4.0% | $79,858+25.0% |
| Participation rate | 90.8% | 73.5%+17.3pp | 77.1%+13.7pp | 69.6%+21.1pp |
| Annual return | 17.32% | 19.37%-2.1pp | 91.61%-74.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $3,890 | $1,945+100.0% | $2,541+53.1% | $2,471+57.4% |
| Participant deferral / active EE | $4,276 | $3,440+24.3% | $4,167+2.6% | $3,740+14.3% |
| Admin fee / account holder | $589 | $5,622-89.5% | $6,795-91.3% | $5,306-88.9% |