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 | $94,154 | $77,813+21.0% | $123,544-23.8% | $64,186+46.7% |
| Participation rate | 96.6% | 74.7%+21.8pp | 82.3%+14.3pp | 69.6%+27.0pp |
| Annual return | 7.81% | 12.48%-4.7pp | 119.20%-111.4pp | 7.63%+0.2pp |
| Employer contribution / active EE | $7,570 | $3,014+151.2% | $4,628+63.6% | $2,381+218.0% |
| Participant deferral / active EE | $11,561 | $5,240+120.6% | $6,426+79.9% | $3,470+233.2% |
| Admin fee / account holder | $4,221 | $5,519-23.5% | $9,284-54.5% | $4,888-13.6% |