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 | $111,235 | $54,705+103.3% | $71,209+56.2% | $84,808+31.2% |
| Participation rate | 75.7% | 64.1%+11.6pp | 73.8%+1.9pp | 68.3%+7.4pp |
| Annual return | 21.74% | 35.90%-14.2pp | 282.51%-260.8pp | 40.90%-19.2pp |
| Employer contribution / active EE | $3,885 | $2,158+80.0% | $2,721+42.8% | $2,631+47.7% |
| Participant deferral / active EE | $3,789 | $3,030+25.0% | $4,175-9.2% | $4,212-10.0% |
| Admin fee / account holder | $2,875 | $4,863-40.9% | $5,349-46.3% | $7,344-60.9% |