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 | $106,926 | $94,625+13.0% | $116,228-8.0% | $84,808+26.1% |
| Participation rate | 85.1% | 70.4%+14.7pp | 74.6%+10.6pp | 68.3%+16.8pp |
| Annual return | 13.63% | 20.40%-6.8pp | 90.06%-76.4pp | 40.90%-27.3pp |
| Employer contribution / active EE | $5,657 | $2,347+141.1% | $2,994+88.9% | $2,631+115.0% |
| Participant deferral / active EE | $7,616 | $3,972+91.8% | $4,953+53.8% | $4,212+80.8% |
| Admin fee / account holder | $34,365 | $10,091+240.5% | $11,989+186.6% | $7,344+367.9% |