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 | $131,187 | $106,515+23.2% | $96,683+35.7% | $139,434-5.9% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 16.01% | 38.43%-22.4pp | 35.69%-19.7pp | 372.94%-356.9pp |
| Employer contribution / active EE | $3,934 | $4,103-4.1% | $3,737+5.3% | $4,751-17.2% |
| Participant deferral / active EE | $13,505 | $5,454+147.6% | $4,878+176.8% | $6,710+101.3% |
| Admin fee / account holder | $30,066 | $7,877+281.7% | $6,730+346.8% | $11,403+163.7% |