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 | $103,531 | $64,324+61.0% | $118,925-12.9% | $79,858+29.6% |
| Participation rate | 87.5% | 64.9%+22.6pp | 75.4%+12.1pp | 69.6%+17.9pp |
| Annual return | 13.94% | 86.45%-72.5pp | 35.88%-21.9pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,677 | $1,836-8.7% | $3,263-48.6% | $2,471-32.1% |
| Participant deferral / active EE | $5,377 | $2,824+90.4% | $4,265+26.1% | $3,740+43.8% |
| Admin fee / account holder | $4,560 | $4,040+12.9% | $6,581-30.7% | $5,306-14.1% |