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 | $109,316 | $77,634+40.8% | $156,549-30.2% | $62,891+73.8% |
| Participation rate | 92.1% | 71.2%+20.9pp | 84.0%+8.1pp | 69.3%+22.8pp |
| Annual return | 5.85% | 50.32%-44.5pp | 32.23%-26.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,703 | $3,444-50.5% | $5,501-69.0% | $2,281-25.3% |
| Participant deferral / active EE | $2,150 | $3,045-29.4% | $4,871-55.9% | $3,203-32.9% |
| Admin fee / account holder | $4,028 | $5,561-27.6% | $13,027-69.1% | $4,296-6.2% |