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 | $119,638 | $91,552+30.7% | $133,956-10.7% | $79,858+49.8% |
| Participation rate | 73.3% | 73.3%0pp | 79.8%-6.5pp | 69.6%+3.7pp |
| Annual return | 19.33% | 61.85%-42.5pp | 45.09%-25.8pp | 31.71%-12.4pp |
| Employer contribution / active EE | $3,755 | $2,384+57.5% | $3,919-4.2% | $2,471+52.0% |
| Participant deferral / active EE | $7,787 | $3,733+108.6% | $5,048+54.3% | $3,740+108.2% |
| Admin fee / account holder | $2,825 | $6,321-55.3% | $8,927-68.4% | $5,306-46.8% |