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 | $107,890 | $48,364+123.1% | $71,796+50.3% | $62,891+71.6% |
| Participation rate | 88.5% | 60.6%+27.8pp | 69.1%+19.3pp | 69.3%+19.2pp |
| Annual return | 8.33% | 13.16%-4.8pp | 78.04%-69.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,100 | $1,042+5.6% | $1,924-42.8% | $2,281-51.8% |
| Participant deferral / active EE | $4,196 | $2,091+100.6% | $2,794+50.1% | $3,203+31.0% |
| Admin fee / account holder | $5,022 | $3,771+33.2% | $4,815+4.3% | $4,296+16.9% |