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 | $97,504 | $86,944+12.1% | $107,525-9.3% | $74,304+31.2% |
| Participation rate | 88.1% | 59.6%+28.6pp | 75.1%+13.1pp | 60.3%+27.8pp |
| Annual return | 17.21% | 23.52%-6.3pp | 181.32%-164.1pp | 29.43%-12.2pp |
| Employer contribution / active EE | $6,144 | $2,757+122.9% | $3,754+63.7% | $2,241+174.2% |
| Participant deferral / active EE | $4,193 | $3,554+18.0% | $5,116-18.0% | $3,767+11.3% |
| Admin fee / account holder | $14,889 | $3,727+299.5% | $8,919+66.9% | $2,969+401.5% |