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 | $115,535 | $98,750+17.0% | $149,696-22.8% | $79,858+44.7% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 12.85% | 27.43%-14.6pp | 276.60%-263.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $3,523 | $3,216+9.5% | $4,644-24.1% | $2,471+42.6% |
| Participant deferral / active EE | $8,576 | $5,680+51.0% | $6,842+25.4% | $3,740+129.3% |
| Admin fee / account holder | $3,444 | $6,053-43.1% | $9,309-63.0% | $5,306-35.1% |