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 | $108,523 | $78,422+38.4% | $95,952+13.1% | $79,858+35.9% |
| Participation rate | 87.5% | 73.5%+14.0pp | 77.1%+10.4pp | 69.6%+17.9pp |
| Annual return | 14.50% | 19.37%-4.9pp | 91.61%-77.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $2,049 | $1,945+5.3% | $2,541-19.4% | $2,471-17.1% |
| Participant deferral / active EE | $4,954 | $3,440+44.0% | $4,167+18.9% | $3,740+32.4% |
| Admin fee / account holder | $3,116 | $5,622-44.6% | $6,795-54.1% | $5,306-41.3% |