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 | $105,780 | $49,227+114.9% | $70,449+50.2% | $79,858+32.5% |
| Participation rate | 86.7% | 69.2%+17.5pp | 75.1%+11.6pp | 69.6%+17.0pp |
| Annual return | 15.76% | 30.06%-14.3pp | 109.03%-93.3pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,441 | $2,099+16.3% | $2,737-10.8% | $2,471-1.2% |
| Participant deferral / active EE | $5,810 | $2,768+109.9% | $3,709+56.7% | $3,740+55.4% |
| Admin fee / account holder | $1,682 | $2,878-41.6% | $3,845-56.3% | $5,306-68.3% |