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 | $107,112 | $78,422+36.6% | $95,952+11.6% | $79,858+34.1% |
| Participation rate | 94.6% | 73.5%+21.1pp | 77.1%+17.5pp | 69.6%+25.0pp |
| Annual return | 23.42% | 19.37%+4.0pp | 91.61%-68.2pp | 31.71%-8.3pp |
| Employer contribution / active EE | $1,348 | $1,945-30.7% | $2,541-47.0% | $2,471-45.4% |
| Participant deferral / active EE | $5,675 | $3,440+65.0% | $4,167+36.2% | $3,740+51.7% |
| Admin fee / account holder | $2,825 | $5,622-49.7% | $6,795-58.4% | $5,306-46.8% |