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 | $107,595 | $91,190+18.0% | $178,490-39.7% | $79,858+34.7% |
| Participation rate | 98.4% | 69.2%+29.2pp | 81.9%+16.5pp | 69.6%+28.8pp |
| Annual return | 18.86% | 24.19%-5.3pp | 151.07%-132.2pp | 31.71%-12.9pp |
| Employer contribution / active EE | $5,990 | $3,256+84.0% | $5,011+19.5% | $2,471+142.4% |
| Participant deferral / active EE | $4,411 | $3,236+36.3% | $5,202-15.2% | $3,740+18.0% |
| Admin fee / account holder | $2,917 | $6,751-56.8% | $13,984-79.1% | $5,306-45.0% |