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 | $108,294 | $77,634+39.5% | $156,549-30.8% | $62,891+72.2% |
| Participation rate | 96.9% | 71.2%+25.7pp | 84.0%+12.9pp | 69.3%+27.6pp |
| Annual return | 6.43% | 50.32%-43.9pp | 32.23%-25.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $4,719 | $3,444+37.0% | $5,501-14.2% | $2,281+106.9% |
| Participant deferral / active EE | $4,201 | $3,045+37.9% | $4,871-13.8% | $3,203+31.1% |
| Admin fee / account holder | $4,118 | $5,561-25.9% | $13,027-68.4% | $4,296-4.1% |