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 | $105,845 | $78,422+35.0% | $95,952+10.3% | $79,858+32.5% |
| Participation rate | 98.7% | 73.5%+25.2pp | 77.1%+21.6pp | 69.6%+29.1pp |
| Annual return | 17.30% | 19.37%-2.1pp | 91.61%-74.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,788 | $1,945-8.1% | $2,541-29.6% | $2,471-27.6% |
| Participant deferral / active EE | $4,350 | $3,440+26.5% | $4,167+4.4% | $3,740+16.3% |
| Admin fee / account holder | $1,985 | $5,622-64.7% | $6,795-70.8% | $5,306-62.6% |