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 | $105,381 | $78,422+34.4% | $95,952+9.8% | $79,858+32.0% |
| Participation rate | 97.5% | 73.5%+24.0pp | 77.1%+20.4pp | 69.6%+27.8pp |
| Annual return | 16.11% | 19.37%-3.3pp | 91.61%-75.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $3,318 | $1,945+70.6% | $2,541+30.6% | $2,471+34.3% |
| Participant deferral / active EE | $5,699 | $3,440+65.7% | $4,167+36.8% | $3,740+52.4% |
| Admin fee / account holder | $2,776 | $5,622-50.6% | $6,795-59.2% | $5,306-47.7% |