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 | $118,996 | $72,277+64.6% | $101,248+17.5% | $79,858+49.0% |
| Participation rate | 91.9% | 68.5%+23.4pp | 75.8%+16.1pp | 69.6%+22.3pp |
| Annual return | 16.34% | 22.30%-6.0pp | 46.47%-30.1pp | 31.71%-15.4pp |
| Employer contribution / active EE | $2,405 | $2,692-10.6% | $3,660-34.3% | $2,471-2.7% |
| Participant deferral / active EE | $5,976 | $3,282+82.1% | $4,370+36.7% | $3,740+59.8% |
| Admin fee / account holder | $843 | $4,400-80.8% | $5,945-85.8% | $5,306-84.1% |