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 | $107,205 | $86,944+23.3% | $107,525-0.3% | $74,304+44.3% |
| Participation rate | 87.3% | 59.6%+27.8pp | 75.1%+12.2pp | 60.3%+27.0pp |
| Annual return | 15.97% | 23.52%-7.6pp | 181.32%-165.4pp | 29.43%-13.5pp |
| Employer contribution / active EE | $4,051 | $2,757+46.9% | $3,754+7.9% | $2,241+80.7% |
| Participant deferral / active EE | $5,351 | $3,554+50.5% | $5,116+4.6% | $3,767+42.0% |
| Admin fee / account holder | $873 | $3,727-76.6% | $8,919-90.2% | $2,969-70.6% |