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 | $103,781 | $78,672+31.9% | $109,143-4.9% | $85,850+20.9% |
| Participation rate | 84.8% | 68.3%+16.5pp | 75.9%+8.9pp | 69.3%+15.5pp |
| Annual return | 17.82% | 25.09%-7.3pp | 25.75%-7.9pp | 318.53%-300.7pp |
| Employer contribution / active EE | $3,051 | $2,735+11.5% | $3,722-18.0% | $2,565+18.9% |
| Participant deferral / active EE | $7,100 | $3,467+104.8% | $4,653+52.6% | $3,952+79.7% |
| Admin fee / account holder | $739 | $5,469-86.5% | $6,752-89.1% | $6,260-88.2% |