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 | $99,570 | $85,766+16.1% | $136,294-26.9% | $70,131+42.0% |
| Participation rate | 86.1% | 74.2%+11.9pp | 81.9%+4.2pp | 69.5%+16.5pp |
| Annual return | 19.10% | 31.45%-12.4pp | 5155.94%-5136.8pp | 73.14%-54.0pp |
| Employer contribution / active EE | $3,506 | $2,966+18.2% | $4,695-25.3% | $2,342+49.7% |
| Participant deferral / active EE | $6,241 | $5,051+23.5% | $6,247-0.1% | $3,332+87.3% |
| Admin fee / account holder | $8,124 | $5,420+49.9% | $9,243-12.1% | $4,645+74.9% |