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 | $107,998 | $74,927+44.1% | $101,794+6.1% | $84,808+27.3% |
| Participation rate | 97.2% | 61.4%+35.8pp | 69.2%+28.0pp | 68.3%+28.9pp |
| Annual return | 15.62% | 18.70%-3.1pp | 30.53%-14.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,484 | $1,522+63.2% | $2,289+8.5% | $2,631-5.6% |
| Participant deferral / active EE | $4,550 | $3,099+46.8% | $4,084+11.4% | $4,212+8.0% |
| Admin fee / account holder | $9,948 | $6,514+52.7% | $8,777+13.3% | $7,344+35.5% |