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 | $109,802 | $89,355+22.9% | $141,162-22.2% | $72,985+50.4% |
| Participation rate | 85.3% | 75.1%+10.2pp | 82.5%+2.8pp | 69.5%+15.8pp |
| Annual return | 19.64% | 111.85%-92.2pp | 71.39%-51.8pp | 81.00%-61.4pp |
| Employer contribution / active EE | $6,468 | $3,114+107.7% | $4,735+36.6% | $2,440+165.1% |
| Participant deferral / active EE | $4,113 | $5,418-24.1% | $6,709-38.7% | $3,607+14.0% |
| Admin fee / account holder | $543 | $5,958-90.9% | $10,261-94.7% | $5,124-89.4% |