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 | $116,944 | $81,208+44.0% | $98,907+18.2% | $79,858+46.4% |
| Participation rate | 96.7% | 72.5%+24.2pp | 76.0%+20.6pp | 69.6%+27.0pp |
| Annual return | 13.82% | 60.99%-47.2pp | 196.43%-182.6pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,971 | $1,960+0.6% | $2,689-26.7% | $2,471-20.2% |
| Participant deferral / active EE | $3,699 | $3,265+13.3% | $4,244-12.8% | $3,740-1.1% |
| Admin fee / account holder | $13,872 | $6,013+130.7% | $6,642+108.9% | $5,306+161.4% |