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 | $106,168 | $102,382+3.7% | $147,005-27.8% | $80,874+31.3% |
| Participation rate | 87.2% | 75.8%+11.3pp | 82.2%+5.0pp | 67.6%+19.5pp |
| Annual return | 12.27% | 134.89%-122.6pp | 418.76%-406.5pp | 35.62%-23.3pp |
| Employer contribution / active EE | $5,109 | $3,715+37.5% | $4,934+3.5% | $2,756+85.4% |
| Participant deferral / active EE | $9,203 | $6,646+38.5% | $8,070+14.0% | $4,297+114.2% |
| Admin fee / account holder | $13,723 | $7,942+72.8% | $13,006+5.5% | $6,935+97.9% |