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 | $107,481 | $93,571+14.9% | $135,903-20.9% | $75,163+43.0% |
| Participation rate | 80.4% | 75.2%+5.2pp | 81.9%-1.5pp | 67.2%+13.2pp |
| Annual return | 16.10% | 30.90%-14.8pp | 68.23%-52.1pp | 160.62%-144.5pp |
| Employer contribution / active EE | $4,616 | $3,537+30.5% | $4,856-4.9% | $2,670+72.9% |
| Participant deferral / active EE | $16,585 | $6,404+159.0% | $7,758+113.8% | $4,125+302.1% |
| Admin fee / account holder | $8,144 | $6,975+16.8% | $10,762-24.3% | $5,651+44.1% |