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 | $97,046 | $80,673+20.3% | $101,326-4.2% | $84,808+14.4% |
| Participation rate | 95.1% | 77.8%+17.3pp | 81.5%+13.6pp | 68.3%+26.8pp |
| Annual return | 19.88% | 38.95%-19.1pp | 36.82%-16.9pp | 40.90%-21.0pp |
| Employer contribution / active EE | $8,276 | $2,698+206.8% | $3,665+125.8% | $2,631+214.5% |
| Participant deferral / active EE | $15,155 | $6,840+121.6% | $7,994+89.6% | $4,212+259.8% |
| Admin fee / account holder | $3,936 | $12,784-69.2% | $11,185-64.8% | $7,344-46.4% |