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 | $117,978 | $93,571+26.1% | $135,903-13.2% | $75,163+57.0% |
| Participation rate | 89.4% | 75.2%+14.2pp | 81.9%+7.5pp | 67.2%+22.2pp |
| Annual return | 17.66% | 30.90%-13.2pp | 68.23%-50.6pp | 160.62%-143.0pp |
| Employer contribution / active EE | $4,243 | $3,537+20.0% | $4,856-12.6% | $2,670+58.9% |
| Participant deferral / active EE | $10,812 | $6,404+68.8% | $7,758+39.4% | $4,125+162.1% |
| Admin fee / account holder | $10,868 | $6,975+55.8% | $10,762+1.0% | $5,651+92.3% |