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 | $102,235 | $83,369+22.6% | $105,223-2.8% | $67,986+50.4% |
| Participation rate | 75.0% | 56.3%+18.7pp | 75.0%0pp | 57.2%+17.8pp |
| Annual return | 18.37% | 24.64%-6.3pp | 180.65%-162.3pp | 31.67%-13.3pp |
| Employer contribution / active EE | $1,948 | $2,541-23.3% | $3,689-47.2% | $2,019-3.5% |
| Participant deferral / active EE | $6,306 | $3,295+91.4% | $5,072+24.3% | $3,358+87.8% |
| Admin fee / account holder | $9,642 | $4,073+136.8% | $8,859+8.8% | $3,203+201.0% |