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 | $103,932 | $73,933+40.6% | $96,683+7.5% | $75,163+38.3% |
| Participation rate | 82.5% | 66.4%+16.0pp | 74.3%+8.1pp | 67.2%+15.3pp |
| Annual return | 18.46% | 26.70%-8.2pp | 35.69%-17.2pp | 160.62%-142.2pp |
| Employer contribution / active EE | $4,362 | $2,928+49.0% | $3,737+16.7% | $2,670+63.4% |
| Participant deferral / active EE | $6,789 | $3,659+85.6% | $4,878+39.2% | $4,125+64.6% |
| Admin fee / account holder | $3,834 | $5,216-26.5% | $6,730-43.0% | $5,651-32.2% |