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 | $104,895 | $78,422+33.8% | $95,952+9.3% | $79,858+31.4% |
| Participation rate | 93.8% | 73.5%+20.3pp | 77.1%+16.7pp | 69.6%+24.1pp |
| Annual return | 15.15% | 19.37%-4.2pp | 91.61%-76.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,305 | $1,945-32.9% | $2,541-48.6% | $2,471-47.2% |
| Participant deferral / active EE | $4,778 | $3,440+38.9% | $4,167+14.7% | $3,740+27.8% |
| Admin fee / account holder | $10,638 | $5,622+89.2% | $6,795+56.5% | $5,306+100.5% |