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 | $108,125 | $101,724+6.3% | $164,813-34.4% | $80,856+33.7% |
| Participation rate | 89.7% | 71.8%+17.8pp | 78.6%+11.1pp | 67.6%+22.0pp |
| Annual return | 16.41% | 16.72%-0.3pp | 69.93%-53.5pp | 35.59%-19.2pp |
| Employer contribution / active EE | $3,802 | $2,953+28.7% | $4,341-12.4% | $2,755+38.0% |
| Participant deferral / active EE | $5,987 | $4,477+33.7% | $6,031-0.7% | $4,296+39.4% |
| Admin fee / account holder | $1,035 | $8,227-87.4% | $12,690-91.8% | $6,918-85.0% |