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 | $117,472 | $91,552+28.3% | $133,956-12.3% | $79,858+47.1% |
| Participation rate | 98.0% | 73.3%+24.6pp | 79.8%+18.1pp | 69.6%+28.3pp |
| Annual return | 13.96% | 61.85%-47.9pp | 45.09%-31.1pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,371 | $2,384-0.5% | $3,919-39.5% | $2,471-4.0% |
| Participant deferral / active EE | $5,730 | $3,733+53.5% | $5,048+13.5% | $3,740+53.2% |
| Admin fee / account holder | $32,210 | $6,321+409.6% | $8,927+260.8% | $5,306+507.0% |