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 | $108,613 | $65,041+67.0% | $90,951+19.4% | $79,858+36.0% |
| Participation rate | 77.4% | 61.6%+15.8pp | 69.0%+8.4pp | 69.6%+7.8pp |
| Annual return | 12.60% | 30.45%-17.9pp | 134.60%-122.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $2,435 | $1,247+95.2% | $2,122+14.7% | $2,471-1.5% |
| Participant deferral / active EE | $4,259 | $2,512+69.5% | $3,373+26.3% | $3,740+13.9% |
| Admin fee / account holder | $3,774 | $4,536-16.8% | $5,959-36.7% | $5,306-28.9% |