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 | $114,142 | $98,750+15.6% | $149,696-23.8% | $79,858+42.9% |
| Participation rate | 88.4% | 75.8%+12.6pp | 82.5%+5.9pp | 69.6%+18.7pp |
| Annual return | 18.48% | 27.43%-8.9pp | 276.60%-258.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $2,348 | $3,216-27.0% | $4,644-49.4% | $2,471-5.0% |
| Participant deferral / active EE | $3,491 | $5,680-38.5% | $6,842-49.0% | $3,740-6.7% |
| Admin fee / account holder | $7,940 | $6,053+31.2% | $9,309-14.7% | $5,306+49.6% |