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 4-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 | $108,997 | $85,766+27.1% | $136,294-20.0% | $70,131+55.4% |
| Participation rate | 80.3% | 74.2%+6.1pp | 81.9%-1.7pp | 69.5%+10.7pp |
| Annual return | 19.39% | 31.45%-12.1pp | 5155.94%-5136.6pp | 73.14%-53.8pp |
| Employer contribution / active EE | $2,960 | $2,966-0.2% | $4,695-37.0% | $2,342+26.4% |
| Participant deferral / active EE | $6,292 | $5,051+24.6% | $6,247+0.7% | $3,332+88.9% |
| Admin fee / account holder | $10,250 | $5,420+89.1% | $9,243+10.9% | $4,645+120.7% |