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 | $104,406 | $85,766+21.7% | $136,294-23.4% | $70,131+48.9% |
| Participation rate | 91.4% | 74.2%+17.3pp | 81.9%+9.5pp | 69.5%+21.9pp |
| Annual return | 18.02% | 31.45%-13.4pp | 5155.94%-5137.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $2,366 | $2,966-20.2% | $4,695-49.6% | $2,342+1.0% |
| Participant deferral / active EE | $7,822 | $5,051+54.9% | $6,247+25.2% | $3,332+134.8% |
| Admin fee / account holder | $1,886 | $5,420-65.2% | $9,243-79.6% | $4,645-59.4% |