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 | $108,280 | $49,227+120.0% | $70,449+53.7% | $79,858+35.6% |
| Participation rate | 93.0% | 69.2%+23.8pp | 75.1%+17.9pp | 69.6%+23.3pp |
| Annual return | 19.88% | 30.06%-10.2pp | 109.03%-89.1pp | 31.71%-11.8pp |
| Employer contribution / active EE | $2,370 | $2,099+12.9% | $2,737-13.4% | $2,471-4.1% |
| Participant deferral / active EE | $8,694 | $2,768+214.1% | $3,709+134.4% | $3,740+132.4% |
| Admin fee / account holder | $2,097 | $2,878-27.1% | $3,845-45.5% | $5,306-60.5% |