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 | $111,105 | $65,365+70.0% | $92,893+19.6% | $72,985+52.2% |
| Participation rate | 84.6% | 68.3%+16.3pp | 76.0%+8.6pp | 69.5%+15.1pp |
| Annual return | 24.85% | 42.10%-17.3pp | 109.41%-84.6pp | 81.00%-56.2pp |
| Employer contribution / active EE | $3,278 | $2,594+26.4% | $3,653-10.3% | $2,440+34.4% |
| Participant deferral / active EE | $5,671 | $3,128+81.3% | $4,236+33.9% | $3,607+57.2% |
| Admin fee / account holder | $3,126 | $4,251-26.5% | $5,794-46.0% | $5,124-39.0% |