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 | $105,422 | $74,888+40.8% | $71,209+48.0% | $142,382-26.0% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 19.31% | 345.14%-325.8pp | 282.51%-263.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,574 | $2,854-9.8% | $2,721-5.4% | $4,299-40.1% |
| Participant deferral / active EE | $6,887 | $4,454+54.6% | $4,175+65.0% | $6,507+5.8% |
| Admin fee / account holder | $4,933 | $5,568-11.4% | $5,349-7.8% | $12,624-60.9% |