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 | $122,367 | $72,277+69.3% | $101,248+20.9% | $79,858+53.2% |
| Participation rate | 88.5% | 68.5%+20.0pp | 75.8%+12.7pp | 69.6%+18.8pp |
| Annual return | 19.01% | 22.30%-3.3pp | 46.47%-27.5pp | 31.71%-12.7pp |
| Employer contribution / active EE | $2,669 | $2,692-0.8% | $3,660-27.1% | $2,471+8.0% |
| Participant deferral / active EE | $6,019 | $3,282+83.4% | $4,370+37.7% | $3,740+60.9% |
| Admin fee / account holder | $974 | $4,400-77.9% | $5,945-83.6% | $5,306-81.6% |