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 | $107,888 | $101,724+6.1% | $164,813-34.5% | $80,856+33.4% |
| Participation rate | 94.4% | 71.8%+22.6pp | 78.6%+15.8pp | 67.6%+26.8pp |
| Annual return | 20.36% | 16.72%+3.6pp | 69.93%-49.6pp | 35.59%-15.2pp |
| Employer contribution / active EE | $5,499 | $2,953+86.2% | $4,341+26.7% | $2,755+99.6% |
| Participant deferral / active EE | $5,978 | $4,477+33.5% | $6,031-0.9% | $4,296+39.2% |
| Admin fee / account holder | $34,609 | $8,227+320.7% | $12,690+172.7% | $6,918+400.3% |