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 | $108,892 | $79,944+36.2% | $98,439+10.6% | $75,163+44.9% |
| Participation rate | 75.6% | 70.4%+5.2pp | 75.2%+0.5pp | 67.2%+8.4pp |
| Annual return | 14.25% | 19.75%-5.5pp | 21.16%-6.9pp | 160.62%-146.4pp |
| Employer contribution / active EE | $1,831 | $2,264-19.1% | $3,048-39.9% | $2,670-31.4% |
| Participant deferral / active EE | $6,031 | $3,752+60.7% | $4,738+27.3% | $4,125+46.2% |
| Admin fee / account holder | $24,007 | $6,840+251.0% | $8,948+168.3% | $5,651+324.8% |