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 | $103,683 | $81,208+27.7% | $98,907+4.8% | $79,858+29.8% |
| Participation rate | 80.9% | 72.5%+8.3pp | 76.0%+4.8pp | 69.6%+11.2pp |
| Annual return | 18.00% | 60.99%-43.0pp | 196.43%-178.4pp | 31.71%-13.7pp |
| Employer contribution / active EE | $2,774 | $1,960+41.6% | $2,689+3.2% | $2,471+12.3% |
| Participant deferral / active EE | $4,316 | $3,265+32.2% | $4,244+1.7% | $3,740+15.4% |
| Admin fee / account holder | $1,572 | $6,013-73.9% | $6,642-76.3% | $5,306-70.4% |