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 | $109,467 | $85,766+27.6% | $136,294-19.7% | $70,131+56.1% |
| Participation rate | 87.8% | 74.2%+13.6pp | 81.9%+5.8pp | 69.5%+18.2pp |
| Annual return | 17.94% | 31.45%-13.5pp | 5155.94%-5138.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $5,602 | $2,966+88.9% | $4,695+19.3% | $2,342+139.2% |
| Participant deferral / active EE | $8,647 | $5,051+71.2% | $6,247+38.4% | $3,332+159.5% |
| Admin fee / account holder | $10,112 | $5,420+86.6% | $9,243+9.4% | $4,645+117.7% |