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 | $102,347 | $68,346+49.7% | $94,646+8.1% | $75,163+36.2% |
| Participation rate | 89.5% | 76.1%+13.4pp | 80.8%+8.6pp | 67.2%+22.3pp |
| Annual return | 17.13% | 616.93%-599.8pp | 156.71%-139.6pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,881 | $2,701-30.4% | $3,672-48.8% | $2,670-29.5% |
| Participant deferral / active EE | $3,873 | $6,537-40.8% | $7,418-47.8% | $4,125-6.1% |
| Admin fee / account holder | $1,322 | $5,326-75.2% | $7,231-81.7% | $5,651-76.6% |