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 | $107,443 | $100,041+7.4% | $149,718-28.2% | $70,131+53.2% |
| Participation rate | 91.6% | 83.6%+8.0pp | 87.1%+4.5pp | 69.5%+22.0pp |
| Annual return | 20.00% | 27.43%-7.4pp | 1501.63%-1481.6pp | 73.14%-53.1pp |
| Employer contribution / active EE | $4,774 | $3,662+30.4% | $5,445-12.3% | $2,342+103.8% |
| Participant deferral / active EE | $9,776 | $4,983+96.2% | $6,569+48.8% | $3,332+193.4% |
| Admin fee / account holder | $10,810 | $8,286+30.5% | $11,283-4.2% | $4,645+132.7% |