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 | $120,123 | $91,552+31.2% | $133,956-10.3% | $79,858+50.4% |
| Participation rate | 86.7% | 73.3%+13.4pp | 79.8%+6.9pp | 69.6%+17.1pp |
| Annual return | 16.91% | 61.85%-44.9pp | 45.09%-28.2pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,744 | $2,384-26.8% | $3,919-55.5% | $2,471-29.4% |
| Participant deferral / active EE | $4,651 | $3,733+24.6% | $5,048-7.8% | $3,740+24.4% |
| Admin fee / account holder | $5,100 | $6,321-19.3% | $8,927-42.9% | $5,306-3.9% |