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 | $125,766 | $109,359+15.0% | $162,163-22.4% | $72,985+72.3% |
| Participation rate | 97.1% | 84.3%+12.9pp | 87.6%+9.6pp | 69.5%+27.7pp |
| Annual return | 25.45% | 25.46%0pp | 115.59%-90.1pp | 81.00%-55.5pp |
| Employer contribution / active EE | $3,817 | $3,907-2.3% | $5,614-32.0% | $2,440+56.4% |
| Participant deferral / active EE | $8,769 | $5,481+60.0% | $7,298+20.2% | $3,607+143.1% |
| Admin fee / account holder | $13,224 | $7,972+65.9% | $10,843+22.0% | $5,124+158.1% |