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 | $101,167 | $106,749-5.2% | $145,433-30.4% | $82,448+22.7% |
| Participation rate | 82.0% | 75.6%+6.4pp | 82.1%-0.1pp | 68.1%+13.9pp |
| Annual return | 20.24% | 27.59%-7.3pp | 66.58%-46.3pp | 41.64%-21.4pp |
| Employer contribution / active EE | $4,937 | $3,444+43.3% | $4,554+8.4% | $2,551+93.5% |
| Participant deferral / active EE | $10,511 | $6,519+61.2% | $7,897+33.1% | $4,139+153.9% |
| Admin fee / account holder | $15,673 | $8,390+86.8% | $13,129+19.4% | $7,234+116.6% |