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 | $104,287 | $51,576+102.2% | $129,207-19.3% | $80,856+29.0% |
| Participation rate | 85.7% | 57.0%+28.7pp | 69.6%+16.1pp | 67.6%+18.1pp |
| Annual return | 14.18% | 20.81%-6.6pp | 9417.33%-9403.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,735 | $1,584+9.5% | $4,153-58.2% | $2,755-37.0% |
| Participant deferral / active EE | $3,583 | $2,669+34.3% | $4,168-14.0% | $4,296-16.6% |
| Admin fee / account holder | $2,631 | $4,305-38.9% | $7,715-65.9% | $6,918-62.0% |