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 | $97,661 | $78,422+24.5% | $95,952+1.8% | $79,858+22.3% |
| Participation rate | 92.4% | 73.5%+18.9pp | 77.1%+15.3pp | 69.6%+22.8pp |
| Annual return | 17.45% | 19.37%-1.9pp | 91.61%-74.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,673 | $1,945-14.0% | $2,541-34.2% | $2,471-32.3% |
| Participant deferral / active EE | $4,274 | $3,440+24.2% | $4,167+2.6% | $3,740+14.3% |
| Admin fee / account holder | $1,238 | $5,622-78.0% | $6,795-81.8% | $5,306-76.7% |