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 | $112,638 | $91,552+23.0% | $133,956-15.9% | $79,858+41.0% |
| Participation rate | 94.1% | 73.3%+20.8pp | 79.8%+14.3pp | 69.6%+24.5pp |
| Annual return | 10.91% | 61.85%-50.9pp | 45.09%-34.2pp | 31.71%-20.8pp |
| Employer contribution / active EE | $1,149 | $2,384-51.8% | $3,919-70.7% | $2,471-53.5% |
| Participant deferral / active EE | $5,045 | $3,733+35.1% | $5,048-0.1% | $3,740+34.9% |
| Admin fee / account holder | $11,278 | $6,321+78.4% | $8,927+26.3% | $5,306+112.5% |