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 | $107,715 | $78,705+36.9% | $117,854-8.6% | $70,131+53.6% |
| Participation rate | 83.3% | 73.2%+10.1pp | 79.7%+3.7pp | 69.5%+13.8pp |
| Annual return | 17.90% | 23.30%-5.4pp | 335.08%-317.2pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,426 | $2,223-35.9% | $3,786-62.3% | $2,342-39.1% |
| Participant deferral / active EE | $4,853 | $3,297+47.2% | $4,482+8.3% | $3,332+45.7% |
| Admin fee / account holder | $1,765 | $5,065-65.2% | $8,020-78.0% | $4,645-62.0% |