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 | $119,454 | $72,277+65.3% | $101,248+18.0% | $79,858+49.6% |
| Participation rate | 87.5% | 68.5%+19.0pp | 75.8%+11.7pp | 69.6%+17.9pp |
| Annual return | 11.65% | 22.30%-10.6pp | 46.47%-34.8pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,528 | $2,692-43.2% | $3,660-58.2% | $2,471-38.1% |
| Participant deferral / active EE | $2,658 | $3,282-19.0% | $4,370-39.2% | $3,740-28.9% |
| Admin fee / account holder | $16,331 | $4,400+271.1% | $5,945+174.7% | $5,306+207.8% |