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 | $114,763 | $63,346+81.2% | $92,233+24.4% | $70,131+63.6% |
| Participation rate | 79.2% | 68.7%+10.6pp | 76.5%+2.8pp | 69.5%+9.7pp |
| Annual return | 13.38% | 530.12%-516.7pp | 176.28%-162.9pp | 73.14%-59.8pp |
| Employer contribution / active EE | $6,048 | $2,471+144.8% | $3,679+64.4% | $2,342+158.2% |
| Participant deferral / active EE | $4,379 | $2,854+53.5% | $3,897+12.4% | $3,332+31.4% |
| Admin fee / account holder | $3,666 | $3,840-4.5% | $5,194-29.4% | $4,645-21.1% |