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 | $102,550 | $91,552+12.0% | $133,956-23.4% | $79,858+28.4% |
| Participation rate | 82.8% | 73.3%+9.4pp | 79.8%+2.9pp | 69.6%+13.1pp |
| Annual return | 12.44% | 61.85%-49.4pp | 45.09%-32.7pp | 31.71%-19.3pp |
| Employer contribution / active EE | $3,186 | $2,384+33.6% | $3,919-18.7% | $2,471+28.9% |
| Participant deferral / active EE | $3,947 | $3,733+5.7% | $5,048-21.8% | $3,740+5.5% |
| Admin fee / account holder | $12,290 | $6,321+94.4% | $8,927+37.7% | $5,306+131.6% |