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 | $106,449 | $80,968+31.5% | $96,544+10.3% | $75,163+41.6% |
| Participation rate | 94.0% | 71.8%+22.2pp | 76.0%+18.0pp | 67.2%+26.8pp |
| Annual return | 14.14% | 27.06%-12.9pp | 25.84%-11.7pp | 160.62%-146.5pp |
| Employer contribution / active EE | $5,180 | $2,282+127.0% | $2,965+74.7% | $2,670+94.0% |
| Participant deferral / active EE | $8,022 | $3,928+104.2% | $4,851+65.4% | $4,125+94.5% |
| Admin fee / account holder | $2,590 | $6,724-61.5% | $8,252-68.6% | $5,651-54.2% |