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 | $113,152 | $89,753+26.1% | $107,525+5.2% | $84,808+33.4% |
| Participation rate | 73.1% | 68.1%+5.0pp | 75.1%-2.0pp | 68.3%+4.8pp |
| Annual return | 13.82% | 29.48%-15.7pp | 181.32%-167.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,251 | $3,113-27.7% | $3,754-40.0% | $2,631-14.4% |
| Participant deferral / active EE | $4,870 | $4,056+20.1% | $5,116-4.8% | $4,212+15.6% |
| Admin fee / account holder | $22,372 | $7,222+209.8% | $8,919+150.8% | $7,344+204.6% |