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 | $109,267 | $77,634+40.7% | $156,549-30.2% | $62,891+73.7% |
| Participation rate | 97.5% | 71.2%+26.3pp | 84.0%+13.5pp | 69.3%+28.2pp |
| Annual return | 4.62% | 50.32%-45.7pp | 32.23%-27.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,608 | $3,444-53.3% | $5,501-70.8% | $2,281-29.5% |
| Participant deferral / active EE | $3,424 | $3,045+12.4% | $4,871-29.7% | $3,203+6.9% |
| Admin fee / account holder | $89,931 | $5,561+1517.1% | $13,027+590.3% | $4,296+1993.6% |