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 | $109,696 | $78,422+39.9% | $95,952+14.3% | $79,858+37.4% |
| Participation rate | 80.0% | 73.5%+6.5pp | 77.1%+2.9pp | 69.6%+10.4pp |
| Annual return | 19.13% | 19.37%-0.2pp | 91.61%-72.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,093 | $1,945-43.8% | $2,541-57.0% | $2,471-55.8% |
| Participant deferral / active EE | $2,920 | $3,440-15.1% | $4,167-29.9% | $3,740-21.9% |
| Admin fee / account holder | $432 | $5,622-92.3% | $6,795-93.6% | $5,306-91.9% |