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 | $114,295 | $78,422+45.7% | $95,952+19.1% | $79,858+43.1% |
| Participation rate | 88.5% | 73.5%+15.0pp | 77.1%+11.4pp | 69.6%+18.8pp |
| Annual return | 13.74% | 19.37%-5.6pp | 91.61%-77.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,549 | $1,945-20.3% | $2,541-39.0% | $2,471-37.3% |
| Participant deferral / active EE | $2,734 | $3,440-20.5% | $4,167-34.4% | $3,740-26.9% |
| Admin fee / account holder | $9,017 | $5,622+60.4% | $6,795+32.7% | $5,306+69.9% |