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 | $107,234 | $64,324+66.7% | $118,925-9.8% | $79,858+34.3% |
| Participation rate | 74.0% | 64.9%+9.1pp | 75.4%-1.4pp | 69.6%+4.4pp |
| Annual return | 16.72% | 86.45%-69.7pp | 35.88%-19.2pp | 31.71%-15.0pp |
| Employer contribution / active EE | $3,735 | $1,836+103.4% | $3,263+14.5% | $2,471+51.1% |
| Participant deferral / active EE | $6,726 | $2,824+138.2% | $4,265+57.7% | $3,740+79.8% |
| Admin fee / account holder | $13,912 | $4,040+244.3% | $6,581+111.4% | $5,306+162.2% |