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 | $102,885 | $77,899+32.1% | $149,673-31.3% | $75,163+36.9% |
| Participation rate | 77.2% | 65.6%+11.6pp | 78.8%-1.6pp | 67.2%+10.0pp |
| Annual return | 21.15% | 31.72%-10.6pp | 134.42%-113.3pp | 160.62%-139.5pp |
| Employer contribution / active EE | $4,846 | $3,137+54.5% | $4,818+0.6% | $2,670+81.5% |
| Participant deferral / active EE | $2,975 | $3,411-12.8% | $5,680-47.6% | $4,125-27.9% |
| Admin fee / account holder | $373 | $5,956-93.7% | $13,210-97.2% | $5,651-93.4% |