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 | $95,909 | $67,411+42.3% | $91,001+5.4% | $70,131+36.8% |
| Participation rate | 98.6% | 71.4%+27.3pp | 75.6%+23.0pp | 69.5%+29.1pp |
| Annual return | 15.57% | -40.16%+55.7pp | 4.60%+11.0pp | 73.14%-57.6pp |
| Employer contribution / active EE | $4,629 | $1,786+159.2% | $2,456+88.5% | $2,342+97.6% |
| Participant deferral / active EE | $6,010 | $2,823+112.9% | $3,547+69.4% | $3,332+80.4% |
| Admin fee / account holder | $6,451 | $4,236+52.3% | $5,417+19.1% | $4,645+38.9% |