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 | $97,358 | $84,233+15.6% | $170,442-42.9% | $70,131+38.8% |
| Participation rate | 84.1% | 70.8%+13.3pp | 83.6%+0.5pp | 69.5%+14.5pp |
| Annual return | 17.95% | 23.06%-5.1pp | 205.93%-188.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $6,436 | $3,387+90.0% | $5,433+18.5% | $2,342+174.7% |
| Participant deferral / active EE | $5,605 | $3,086+81.7% | $4,939+13.5% | $3,332+68.2% |
| Admin fee / account holder | $3,054 | $5,698-46.4% | $13,880-78.0% | $4,645-34.2% |