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 | $107,275 | $81,460+31.7% | $103,333+3.8% | $80,856+32.7% |
| Participation rate | 84.3% | 66.8%+17.4pp | 74.5%+9.8pp | 67.6%+16.6pp |
| Annual return | 14.16% | 25.55%-11.4pp | 24.88%-10.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $11,615 | $3,105+274.0% | $3,868+200.3% | $2,755+321.6% |
| Participant deferral / active EE | $9,068 | $3,869+134.4% | $5,057+79.3% | $4,296+111.1% |
| Admin fee / account holder | $3,084 | $6,566-53.0% | $8,355-63.1% | $6,918-55.4% |