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 | $109,928 | $81,474+34.9% | $133,956-17.9% | $73,488+49.6% |
| Participation rate | 81.6% | 76.4%+5.2pp | 79.8%+1.7pp | 70.7%+10.9pp |
| Annual return | 15.71% | 19.40%-3.7pp | 45.09%-29.4pp | 28.51%-12.8pp |
| Employer contribution / active EE | $2,712 | $2,209+22.8% | $3,919-30.8% | $2,270+19.5% |
| Participant deferral / active EE | $7,180 | $3,786+89.6% | $5,048+42.2% | $3,740+92.0% |
| Admin fee / account holder | $5,475 | $713+667.8% | $8,927-38.7% | $513+967.1% |