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 | $103,360 | $89,355+15.7% | $141,162-26.8% | $72,985+41.6% |
| Participation rate | 96.2% | 75.1%+21.1pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 20.15% | 111.85%-91.7pp | 71.39%-51.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $4,231 | $3,114+35.8% | $4,735-10.6% | $2,440+73.4% |
| Participant deferral / active EE | $6,882 | $5,418+27.0% | $6,709+2.6% | $3,607+90.8% |
| Admin fee / account holder | $1,092 | $5,958-81.7% | $10,261-89.4% | $5,124-78.7% |