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 | $106,605 | $91,552+16.4% | $133,956-20.4% | $79,858+33.5% |
| Participation rate | 91.4% | 73.3%+18.0pp | 79.8%+11.5pp | 69.6%+21.7pp |
| Annual return | 12.91% | 61.85%-48.9pp | 45.09%-32.2pp | 31.71%-18.8pp |
| Employer contribution / active EE | $2,734 | $2,384+14.7% | $3,919-30.2% | $2,471+10.6% |
| Participant deferral / active EE | $5,127 | $3,733+37.3% | $5,048+1.6% | $3,740+37.1% |
| Admin fee / account holder | $15,896 | $6,321+151.5% | $8,927+78.1% | $5,306+199.6% |