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 | $97,694 | $85,202+14.7% | $172,739-43.4% | $72,985+33.9% |
| Participation rate | 85.1% | 70.1%+15.1pp | 82.6%+2.5pp | 69.5%+15.6pp |
| Annual return | 19.48% | 27.32%-7.8pp | 802.84%-783.4pp | 81.00%-61.5pp |
| Employer contribution / active EE | $5,073 | $3,324+52.6% | $5,143-1.4% | $2,440+107.9% |
| Participant deferral / active EE | $5,259 | $3,260+61.3% | $5,198+1.2% | $3,607+45.8% |
| Admin fee / account holder | $5,798 | $5,884-1.5% | $13,954-58.4% | $5,124+13.1% |