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 | $104,724 | $102,605+2.1% | $145,661-28.1% | $84,808+23.5% |
| Participation rate | 92.3% | 74.3%+18.0pp | 77.2%+15.1pp | 68.3%+24.0pp |
| Annual return | 16.67% | 26.50%-9.8pp | 101.46%-84.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $9,185 | $3,325+176.3% | $4,238+116.8% | $2,631+249.1% |
| Participant deferral / active EE | $20,702 | $5,750+260.0% | $7,198+187.6% | $4,212+391.5% |
| Admin fee / account holder | $65,236 | $8,758+644.9% | $12,466+423.3% | $7,344+788.3% |