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 | $101,199 | $68,547+47.6% | $120,354-15.9% | $80,856+25.2% |
| Participation rate | 80.0% | 61.6%+18.4pp | 71.9%+8.1pp | 67.6%+12.4pp |
| Annual return | 10.97% | 23.60%-12.6pp | 107.15%-96.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,752 | $2,051-14.6% | $3,463-49.4% | $2,755-36.4% |
| Participant deferral / active EE | $5,081 | $3,173+60.1% | $4,991+1.8% | $4,296+18.3% |
| Admin fee / account holder | $12,616 | $5,732+120.1% | $9,423+33.9% | $6,918+82.4% |