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 | $100,164 | $91,552+9.4% | $133,956-25.2% | $79,858+25.4% |
| Participation rate | 93.0% | 73.3%+19.7pp | 79.8%+13.2pp | 69.6%+23.4pp |
| Annual return | 13.33% | 61.85%-48.5pp | 45.09%-31.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $4,744 | $2,384+99.0% | $3,919+21.1% | $2,471+92.0% |
| Participant deferral / active EE | $6,554 | $3,733+75.5% | $5,048+29.8% | $3,740+75.2% |
| Admin fee / account holder | $2,176 | $6,321-65.6% | $8,927-75.6% | $5,306-59.0% |