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 | $107,651 | $58,851+82.9% | $115,157-6.5% | $72,985+47.5% |
| Participation rate | 87.7% | 65.5%+22.1pp | 75.9%+11.8pp | 69.5%+18.2pp |
| Annual return | 28.54% | 23.16%+5.4pp | 35.60%-7.1pp | 81.00%-52.5pp |
| Employer contribution / active EE | $2,665 | $1,798+48.2% | $3,179-16.2% | $2,440+9.2% |
| Participant deferral / active EE | $4,946 | $2,643+87.2% | $4,168+18.7% | $3,607+37.1% |
| Admin fee / account holder | $5,048 | $6,370-20.8% | $7,088-28.8% | $5,124-1.5% |