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 | $114,792 | $89,753+27.9% | $107,525+6.8% | $84,808+35.4% |
| Participation rate | 96.3% | 68.1%+28.2pp | 75.1%+21.2pp | 68.3%+27.9pp |
| Annual return | 16.94% | 29.48%-12.5pp | 181.32%-164.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,299 | $3,113-26.2% | $3,754-38.8% | $2,631-12.6% |
| Participant deferral / active EE | $6,371 | $4,056+57.1% | $5,116+24.5% | $4,212+51.3% |
| Admin fee / account holder | $6,422 | $7,222-11.1% | $8,919-28.0% | $7,344-12.6% |