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 | $132,789 | $109,881+20.8% | $150,045-11.5% | $84,808+56.6% |
| Participation rate | 97.3% | 76.1%+21.2pp | 82.3%+15.0pp | 68.3%+29.0pp |
| Annual return | 14.83% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,561 | $3,561-28.1% | $4,693-45.4% | $2,631-2.6% |
| Participant deferral / active EE | $7,015 | $6,636+5.7% | $7,997-12.3% | $4,212+66.6% |
| Admin fee / account holder | $19,045 | $8,568+122.3% | $13,435+41.8% | $7,344+159.3% |