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 | $132,609 | $78,422+69.1% | $95,952+38.2% | $79,858+66.1% |
| Participation rate | 90.3% | 73.5%+16.8pp | 77.1%+13.2pp | 69.6%+20.7pp |
| Annual return | 14.53% | 19.37%-4.8pp | 91.61%-77.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $3,114 | $1,945+60.1% | $2,541+22.5% | $2,471+26.0% |
| Participant deferral / active EE | $6,329 | $3,440+84.0% | $4,167+51.9% | $3,740+69.2% |
| Admin fee / account holder | $7,159 | $5,622+27.3% | $6,795+5.3% | $5,306+34.9% |