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 | $116,100 | $64,324+80.5% | $118,925-2.4% | $79,858+45.4% |
| Participation rate | 76.8% | 64.9%+12.0pp | 75.4%+1.5pp | 69.6%+7.2pp |
| Annual return | 18.64% | 86.45%-67.8pp | 35.88%-17.2pp | 31.71%-13.1pp |
| Employer contribution / active EE | $3,865 | $1,836+110.5% | $3,263+18.5% | $2,471+56.4% |
| Participant deferral / active EE | $6,581 | $2,824+133.1% | $4,265+54.3% | $3,740+75.9% |
| Admin fee / account holder | $7,079 | $4,040+75.2% | $6,581+7.6% | $5,306+33.4% |