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 | $126,773 | $78,672+61.1% | $109,143+16.2% | $85,850+47.7% |
| Participation rate | 98.0% | 68.3%+29.7pp | 75.9%+22.1pp | 69.3%+28.7pp |
| Annual return | 14.12% | 25.09%-11.0pp | 25.75%-11.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $3,606 | $2,735+31.9% | $3,722-3.1% | $2,565+40.6% |
| Participant deferral / active EE | $7,671 | $3,467+121.2% | $4,653+64.9% | $3,952+94.1% |
| Admin fee / account holder | $4,603 | $5,469-15.8% | $6,752-31.8% | $6,260-26.5% |