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 | $106,221 | $88,083+20.6% | $164,813-35.6% | $74,495+42.6% |
| Participation rate | 88.1% | 73.0%+15.1pp | 78.6%+9.5pp | 67.2%+20.9pp |
| Annual return | 18.65% | 17.26%+1.4pp | 69.93%-51.3pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $3,912 | $2,593+50.9% | $4,341-9.9% | $2,623+49.2% |
| Participant deferral / active EE | $7,517 | $4,498+67.1% | $6,031+24.6% | $4,346+73.0% |
| Admin fee / account holder | $6,038 | $2,234+170.3% | $12,690-52.4% | $1,942+211.0% |