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 | $104,526 | $79,171+32.0% | $102,423+2.1% | $74,495+40.3% |
| Participation rate | 94.3% | 74.8%+19.5pp | 76.5%+17.9pp | 67.2%+27.1pp |
| Annual return | 16.07% | 54.93%-38.9pp | 29.32%-13.2pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $3,247 | $2,362+37.4% | $3,023+7.4% | $2,623+23.8% |
| Participant deferral / active EE | $5,983 | $4,415+35.5% | $5,053+18.4% | $4,346+37.7% |
| Admin fee / account holder | $7,604 | $2,001+280.1% | $9,451-19.5% | $1,942+291.6% |