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 | $119,277 | $100,923+18.2% | $150,045-20.5% | $74,304+60.5% |
| Participation rate | 90.0% | 70.1%+19.9pp | 82.3%+7.7pp | 60.3%+29.7pp |
| Annual return | 43.19% | 51.77%-8.6pp | 62.55%-19.4pp | 29.43%+13.8pp |
| Employer contribution / active EE | $3,784 | $3,463+9.2% | $4,693-19.4% | $2,241+68.8% |
| Participant deferral / active EE | $8,671 | $6,709+29.2% | $7,997+8.4% | $3,767+130.2% |
| Admin fee / account holder | $17,843 | $2,767+544.9% | $13,435+32.8% | $2,969+501.0% |