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 | $105,129 | $91,552+14.8% | $133,956-21.5% | $79,858+31.6% |
| Participation rate | 76.7% | 73.3%+3.4pp | 79.8%-3.1pp | 69.6%+7.1pp |
| Annual return | 18.02% | 61.85%-43.8pp | 45.09%-27.1pp | 31.71%-13.7pp |
| Employer contribution / active EE | $2,023 | $2,384-15.1% | $3,919-48.4% | $2,471-18.1% |
| Participant deferral / active EE | $3,472 | $3,733-7.0% | $5,048-31.2% | $3,740-7.2% |
| Admin fee / account holder | $403 | $6,321-93.6% | $8,927-95.5% | $5,306-92.4% |