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 | $105,441 | $78,422+34.5% | $95,952+9.9% | $79,858+32.0% |
| Participation rate | 92.6% | 73.5%+19.1pp | 77.1%+15.5pp | 69.6%+23.0pp |
| Annual return | 14.59% | 19.37%-4.8pp | 91.61%-77.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $2,613 | $1,945+34.3% | $2,541+2.8% | $2,471+5.8% |
| Participant deferral / active EE | $6,809 | $3,440+97.9% | $4,167+63.4% | $3,740+82.1% |
| Admin fee / account holder | $4,145 | $5,622-26.3% | $6,795-39.0% | $5,306-21.9% |