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 | $112,264 | $78,705+42.6% | $117,854-4.7% | $70,131+60.1% |
| Participation rate | 93.3% | 73.2%+20.1pp | 79.7%+13.7pp | 69.5%+23.8pp |
| Annual return | 14.14% | 23.30%-9.2pp | 335.08%-320.9pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,163 | $2,223-47.7% | $3,786-69.3% | $2,342-50.3% |
| Participant deferral / active EE | $2,372 | $3,297-28.1% | $4,482-47.1% | $3,332-28.8% |
| Admin fee / account holder | $8,411 | $5,065+66.0% | $8,020+4.9% | $4,645+81.1% |