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 | $109,015 | $84,233+29.4% | $170,442-36.0% | $70,131+55.4% |
| Participation rate | 85.7% | 70.8%+14.9pp | 83.6%+2.1pp | 69.5%+16.2pp |
| Annual return | 19.92% | 23.06%-3.1pp | 205.93%-186.0pp | 73.14%-53.2pp |
| Employer contribution / active EE | $3,080 | $3,387-9.1% | $5,433-43.3% | $2,342+31.5% |
| Participant deferral / active EE | $6,986 | $3,086+126.4% | $4,939+41.4% | $3,332+109.7% |
| Admin fee / account holder | $877 | $5,698-84.6% | $13,880-93.7% | $4,645-81.1% |