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 | $97,409 | $67,606+44.1% | $82,313+18.3% | $70,131+38.9% |
| Participation rate | 97.6% | 72.8%+24.8pp | 76.9%+20.7pp | 69.5%+28.0pp |
| Annual return | 13.75% | 21.57%-7.8pp | 25.88%-12.1pp | 73.14%-59.4pp |
| Employer contribution / active EE | $2,940 | $1,755+67.5% | $2,428+21.1% | $2,342+25.5% |
| Participant deferral / active EE | $6,856 | $2,987+129.5% | $3,706+85.0% | $3,332+105.8% |
| Admin fee / account holder | $15,762 | $4,512+249.3% | $5,608+181.1% | $4,645+239.3% |