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 | $111,105 | $78,422+41.7% | $95,952+15.8% | $79,858+39.1% |
| Participation rate | 84.4% | 73.5%+11.0pp | 77.1%+7.4pp | 69.6%+14.8pp |
| Annual return | 13.69% | 19.37%-5.7pp | 91.61%-77.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $2,231 | $1,945+14.7% | $2,541-12.2% | $2,471-9.7% |
| Participant deferral / active EE | $4,628 | $3,440+34.6% | $4,167+11.1% | $3,740+23.8% |
| Admin fee / account holder | $18,231 | $5,622+224.3% | $6,795+168.3% | $5,306+243.6% |