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 | $97,760 | $68,719+42.3% | $91,541+6.8% | $84,808+15.3% |
| Participation rate | 78.8% | 64.5%+14.2pp | 69.8%+9.0pp | 68.3%+10.4pp |
| Annual return | 16.48% | 19.12%-2.6pp | 20.50%-4.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,664 | $1,920+90.8% | $2,505+46.3% | $2,631+39.3% |
| Participant deferral / active EE | $5,056 | $3,136+61.2% | $4,008+26.2% | $4,212+20.1% |
| Admin fee / account holder | $3,635 | $5,786-37.2% | $6,956-47.7% | $7,344-50.5% |