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 | $107,292 | $91,552+17.2% | $133,956-19.9% | $79,858+34.4% |
| Participation rate | 83.6% | 73.3%+10.2pp | 79.8%+3.7pp | 69.6%+13.9pp |
| Annual return | 13.95% | 61.85%-47.9pp | 45.09%-31.1pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,484 | $2,384-37.8% | $3,919-62.1% | $2,471-40.0% |
| Participant deferral / active EE | $4,721 | $3,733+26.4% | $5,048-6.5% | $3,740+26.2% |
| Admin fee / account holder | $1,037 | $6,321-83.6% | $8,927-88.4% | $5,306-80.5% |