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 | $110,279 | $77,314+42.6% | $177,989-38.0% | $80,856+36.4% |
| Participation rate | 79.1% | 65.7%+13.4pp | 77.1%+2.0pp | 67.6%+11.4pp |
| Annual return | 15.10% | 18.09%-3.0pp | 294.48%-279.4pp | 35.59%-20.5pp |
| Employer contribution / active EE | $3,141 | $2,292+37.0% | $3,949-20.5% | $2,755+14.0% |
| Participant deferral / active EE | $7,847 | $4,411+77.9% | $6,276+25.0% | $4,296+82.7% |
| Admin fee / account holder | $7,526 | $7,191+4.7% | $10,363-27.4% | $6,918+8.8% |