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 | $104,968 | $94,625+10.9% | $116,228-9.7% | $84,808+23.8% |
| Participation rate | 86.7% | 70.4%+16.2pp | 74.6%+12.1pp | 68.3%+18.4pp |
| Annual return | 12.87% | 20.40%-7.5pp | 90.06%-77.2pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,054 | $2,347-12.5% | $2,994-31.4% | $2,631-21.9% |
| Participant deferral / active EE | $5,398 | $3,972+35.9% | $4,953+9.0% | $4,212+28.2% |
| Admin fee / account holder | $16,566 | $10,091+64.2% | $11,989+38.2% | $7,344+125.6% |