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 | $103,234 | $63,346+63.0% | $92,233+11.9% | $70,131+47.2% |
| Participation rate | 76.2% | 68.7%+7.5pp | 76.5%-0.3pp | 69.5%+6.6pp |
| Annual return | 16.50% | 530.12%-513.6pp | 176.28%-159.8pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,345 | $2,471-45.6% | $3,679-63.4% | $2,342-42.6% |
| Participant deferral / active EE | $3,517 | $2,854+23.3% | $3,897-9.7% | $3,332+5.6% |
| Admin fee / account holder | $4,617 | $3,840+20.2% | $5,194-11.1% | $4,645-0.6% |