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 | $122,413 | $91,552+33.7% | $133,956-8.6% | $79,858+53.3% |
| Participation rate | 84.6% | 73.3%+11.3pp | 79.8%+4.8pp | 69.6%+15.0pp |
| Annual return | 13.12% | 61.85%-48.7pp | 45.09%-32.0pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,016 | $2,384-57.4% | $3,919-74.1% | $2,471-58.9% |
| Participant deferral / active EE | $4,775 | $3,733+27.9% | $5,048-5.4% | $3,740+27.7% |
| Admin fee / account holder | $10,458 | $6,321+65.5% | $8,927+17.2% | $5,306+97.1% |