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 | $94,393 | $72,277+30.6% | $101,248-6.8% | $79,858+18.2% |
| Participation rate | 87.8% | 68.5%+19.3pp | 75.8%+11.9pp | 69.6%+18.1pp |
| Annual return | 19.98% | 22.30%-2.3pp | 46.47%-26.5pp | 31.71%-11.7pp |
| Employer contribution / active EE | $8,037 | $2,692+198.6% | $3,660+119.6% | $2,471+225.3% |
| Participant deferral / active EE | $6,345 | $3,282+93.4% | $4,370+45.2% | $3,740+69.7% |
| Admin fee / account holder | $7,016 | $4,400+59.4% | $5,945+18.0% | $5,306+32.2% |