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 | $102,582 | $81,248+26.3% | $155,509-34.0% | $80,856+26.9% |
| Participation rate | 92.2% | 66.2%+26.0pp | 78.2%+14.0pp | 67.6%+24.6pp |
| Annual return | 16.04% | 33.31%-17.3pp | 64.67%-48.6pp | 35.59%-19.6pp |
| Employer contribution / active EE | $9,320 | $3,100+200.6% | $4,672+99.5% | $2,755+238.3% |
| Participant deferral / active EE | $7,909 | $3,452+129.2% | $5,626+40.6% | $4,296+84.1% |
| Admin fee / account holder | $1,827 | $7,997-77.2% | $15,912-88.5% | $6,918-73.6% |