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 | $109,857 | $72,492+51.5% | $87,100+26.1% | $72,985+50.5% |
| Participation rate | 91.1% | 72.8%+18.3pp | 76.9%+14.2pp | 69.5%+21.6pp |
| Annual return | 18.70% | 24.46%-5.8pp | 28.19%-9.5pp | 81.00%-62.3pp |
| Employer contribution / active EE | $2,585 | $1,894+36.5% | $2,521+2.5% | $2,440+5.9% |
| Participant deferral / active EE | $6,923 | $3,270+111.7% | $4,049+71.0% | $3,607+91.9% |
| Admin fee / account holder | $9,146 | $5,055+80.9% | $7,497+22.0% | $5,124+78.5% |