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 | $97,237 | $64,348+51.1% | $90,160+7.8% | $70,131+38.7% |
| Participation rate | 92.3% | 70.4%+21.9pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 16.81% | 28.13%-11.3pp | 34.88%-18.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $3,558 | $2,046+74.0% | $3,318+7.2% | $2,342+51.9% |
| Participant deferral / active EE | $12,951 | $4,389+195.1% | $5,288+144.9% | $3,332+288.7% |
| Admin fee / account holder | $4,005 | $3,944+1.6% | $5,943-32.6% | $4,645-13.8% |