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 | $95,915 | $67,411+42.3% | $91,001+5.4% | $70,131+36.8% |
| Participation rate | 92.3% | 71.4%+20.9pp | 75.6%+16.7pp | 69.5%+22.8pp |
| Annual return | 15.07% | -40.16%+55.2pp | 4.60%+10.5pp | 73.14%-58.1pp |
| Employer contribution / active EE | $2,249 | $1,786+25.9% | $2,456-8.4% | $2,342-4.0% |
| Participant deferral / active EE | $6,119 | $2,823+116.8% | $3,547+72.5% | $3,332+83.7% |
| Admin fee / account holder | $21,725 | $4,236+412.8% | $5,417+301.0% | $4,645+367.7% |