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 | $99,691 | $51,576+93.3% | $129,207-22.8% | $80,856+23.3% |
| Participation rate | 71.3% | 57.0%+14.3pp | 69.6%+1.7pp | 67.6%+3.6pp |
| Annual return | 15.29% | 20.81%-5.5pp | 9417.33%-9402.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $6,827 | $1,584+331.1% | $4,153+64.4% | $2,755+147.8% |
| Participant deferral / active EE | $13,608 | $2,669+409.9% | $4,168+226.5% | $4,296+216.8% |
| Admin fee / account holder | $2,050 | $4,305-52.4% | $7,715-73.4% | $6,918-70.4% |