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 6-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 | $107,355 | $76,401+40.5% | $106,387+0.9% | $64,186+67.3% |
| Participation rate | 88.5% | 73.5%+14.9pp | 77.5%+11.0pp | 69.6%+18.9pp |
| Annual return | 19.10% | -2.19%+21.3pp | 0.25%+18.8pp | 7.63%+11.5pp |
| Employer contribution / active EE | $4,146 | $2,680+54.7% | $3,520+17.8% | $2,381+74.1% |
| Participant deferral / active EE | $11,495 | $4,274+169.0% | $5,421+112.0% | $3,470+231.3% |
| Admin fee / account holder | $2,248 | $4,610-51.2% | $7,510-70.1% | $4,888-54.0% |