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 | $115,704 | $68,346+69.3% | $94,646+22.2% | $75,163+53.9% |
| Participation rate | 81.1% | 76.1%+5.0pp | 80.8%+0.3pp | 67.2%+13.9pp |
| Annual return | 19.50% | 616.93%-597.4pp | 156.71%-137.2pp | 160.62%-141.1pp |
| Employer contribution / active EE | $3,214 | $2,701+19.0% | $3,672-12.5% | $2,670+20.4% |
| Participant deferral / active EE | $7,395 | $6,537+13.1% | $7,418-0.3% | $4,125+79.3% |
| Admin fee / account holder | $349 | $5,326-93.5% | $7,231-95.2% | $5,651-93.8% |