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 | $106,017 | $102,317+3.6% | $146,958-27.9% | $80,856+31.1% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.2%+15.5pp | 67.6%+30.0pp |
| Annual return | 13.69% | 134.76%-121.1pp | 418.34%-404.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $4,186 | $3,713+12.7% | $4,933-15.1% | $2,755+52.0% |
| Participant deferral / active EE | $13,313 | $6,644+100.4% | $8,070+65.0% | $4,296+209.9% |
| Admin fee / account holder | $13,298 | $7,941+67.4% | $12,998+2.3% | $6,918+92.2% |