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 | $83,339 | $72,012+15.7% | $185,823-55.2% | $79,858+4.4% |
| Participation rate | 73.4% | 65.8%+7.7pp | 78.0%-4.6pp | 69.6%+3.8pp |
| Annual return | 17.75% | 23.12%-5.4pp | 35.95%-18.2pp | 31.71%-14.0pp |
| Employer contribution / active EE | $5,533 | $1,965+181.6% | $4,087+35.4% | $2,471+123.9% |
| Participant deferral / active EE | $8,184 | $3,779+116.6% | $5,632+45.3% | $3,740+118.8% |
| Admin fee / account holder | $5,585 | $4,513+23.8% | $9,500-41.2% | $5,306+5.3% |