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 5-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 | $108,411 | $101,724+6.6% | $164,813-34.2% | $80,856+34.1% |
| Participation rate | 87.9% | 71.8%+16.0pp | 78.6%+9.3pp | 67.6%+20.2pp |
| Annual return | 11.87% | 16.72%-4.8pp | 69.93%-58.1pp | 35.59%-23.7pp |
| Employer contribution / active EE | $8,908 | $2,953+201.6% | $4,341+105.2% | $2,755+223.4% |
| Participant deferral / active EE | $8,306 | $4,477+85.5% | $6,031+37.7% | $4,296+93.4% |
| Admin fee / account holder | $16,833 | $8,227+104.6% | $12,690+32.7% | $6,918+143.3% |