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 | $109,884 | $86,944+26.4% | $107,525+2.2% | $74,304+47.9% |
| Participation rate | 88.3% | 59.6%+28.8pp | 75.1%+13.3pp | 60.3%+28.0pp |
| Annual return | 13.92% | 23.52%-9.6pp | 181.32%-167.4pp | 29.43%-15.5pp |
| Employer contribution / active EE | $1,432 | $2,757-48.1% | $3,754-61.8% | $2,241-36.1% |
| Participant deferral / active EE | $5,733 | $3,554+61.3% | $5,116+12.1% | $3,767+52.2% |
| Admin fee / account holder | $616 | $3,727-83.5% | $8,919-93.1% | $2,969-79.2% |