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 | $119,957 | $62,586+91.7% | $76,768+56.3% | $64,186+86.9% |
| Participation rate | 86.0% | 72.8%+13.2pp | 77.0%+9.1pp | 69.6%+16.5pp |
| Annual return | 19.11% | -1.95%+21.1pp | 2.43%+16.7pp | 7.63%+11.5pp |
| Employer contribution / active EE | $2,072 | $1,832+13.1% | $2,485-16.6% | $2,381-13.0% |
| Participant deferral / active EE | $3,822 | $3,145+21.5% | $3,852-0.8% | $3,470+10.2% |
| Admin fee / account holder | $22,228 | $4,667+376.3% | $6,675+233.0% | $4,888+354.7% |