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 | $115,981 | $67,606+71.6% | $82,313+40.9% | $70,131+65.4% |
| Participation rate | 89.1% | 72.8%+16.4pp | 76.9%+12.2pp | 69.5%+19.6pp |
| Annual return | 14.94% | 21.57%-6.6pp | 25.88%-10.9pp | 73.14%-58.2pp |
| Employer contribution / active EE | $3,450 | $1,755+96.6% | $2,428+42.1% | $2,342+47.3% |
| Participant deferral / active EE | $6,236 | $2,987+108.8% | $3,706+68.3% | $3,332+87.2% |
| Admin fee / account holder | $7,389 | $4,512+63.8% | $5,608+31.8% | $4,645+59.1% |