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 | $120,622 | $102,317+17.9% | $146,958-17.9% | $80,856+49.2% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.2%+5.3pp | 67.6%+19.9pp |
| Annual return | 18.31% | 134.76%-116.5pp | 418.34%-400.0pp | 35.59%-17.3pp |
| Employer contribution / active EE | $2,107 | $3,713-43.2% | $4,933-57.3% | $2,755-23.5% |
| Participant deferral / active EE | $8,700 | $6,644+31.0% | $8,070+7.8% | $4,296+102.5% |
| Admin fee / account holder | $3,523 | $7,941-55.6% | $12,998-72.9% | $6,918-49.1% |