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 | $119,214 | $91,552+30.2% | $133,956-11.0% | $79,858+49.3% |
| Participation rate | 86.5% | 73.3%+13.1pp | 79.8%+6.6pp | 69.6%+16.9pp |
| Annual return | 18.60% | 61.85%-43.3pp | 45.09%-26.5pp | 31.71%-13.1pp |
| Employer contribution / active EE | $4,701 | $2,384+97.2% | $3,919+20.0% | $2,471+90.3% |
| Participant deferral / active EE | $3,446 | $3,733-7.7% | $5,048-31.7% | $3,740-7.9% |
| Admin fee / account holder | $13,157 | $6,321+108.2% | $8,927+47.4% | $5,306+147.9% |