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 | $85,618 | $72,277+18.5% | $101,248-15.4% | $79,858+7.2% |
| Participation rate | 82.9% | 68.5%+14.4pp | 75.8%+7.0pp | 69.6%+13.2pp |
| Annual return | 18.87% | 22.30%-3.4pp | 46.47%-27.6pp | 31.71%-12.8pp |
| Employer contribution / active EE | $4,489 | $2,692+66.8% | $3,660+22.7% | $2,471+81.7% |
| Participant deferral / active EE | $2,002 | $3,282-39.0% | $4,370-54.2% | $3,740-46.5% |
| Admin fee / account holder | $1,537 | $4,400-65.1% | $5,945-74.1% | $5,306-71.0% |