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 | $96,667 | $124,881-22.6% | $209,409-53.8% | $116,875-17.3% |
| Participation rate | 81.5% | 75.8%+5.8pp | 80.4%+1.2pp | 74.5%+7.0pp |
| Annual return | 14.32% | 14.56%-0.2pp | 159.49%-145.2pp | 16.29%-2.0pp |
| Employer contribution / active EE | $5,761 | $2,588+122.6% | $5,035+14.4% | $3,288+75.2% |
| Participant deferral / active EE | $2,457 | $3,793-35.2% | $4,230-41.9% | $3,885-36.8% |
| Admin fee / account holder | $15,839 | $12,933+22.5% | $16,474-3.9% | $12,263+29.2% |