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 | $113,648 | $72,492+56.8% | $87,100+30.5% | $72,985+55.7% |
| Participation rate | 95.5% | 72.8%+22.6pp | 76.9%+18.6pp | 69.5%+26.0pp |
| Annual return | 21.31% | 24.46%-3.1pp | 28.19%-6.9pp | 81.00%-59.7pp |
| Employer contribution / active EE | $3,550 | $1,894+87.5% | $2,521+40.8% | $2,440+45.5% |
| Participant deferral / active EE | $6,264 | $3,270+91.6% | $4,049+54.7% | $3,607+73.6% |
| Admin fee / account holder | $2,574 | $5,055-49.1% | $7,497-65.7% | $5,124-49.8% |