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 | $107,541 | $78,422+37.1% | $95,952+12.1% | $79,858+34.7% |
| Participation rate | 97.4% | 73.5%+24.0pp | 77.1%+20.4pp | 69.6%+27.8pp |
| Annual return | 21.24% | 19.37%+1.9pp | 91.61%-70.4pp | 31.71%-10.5pp |
| Employer contribution / active EE | $7,208 | $1,945+270.6% | $2,541+183.7% | $2,471+191.7% |
| Participant deferral / active EE | $9,798 | $3,440+184.8% | $4,167+135.1% | $3,740+162.0% |
| Admin fee / account holder | $3,334 | $5,622-40.7% | $6,795-50.9% | $5,306-37.2% |