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 | $140,915 | $94,625+48.9% | $116,228+21.2% | $84,808+66.2% |
| Participation rate | 96.6% | 70.4%+26.1pp | 74.6%+22.0pp | 68.3%+28.2pp |
| Annual return | 12.70% | 20.40%-7.7pp | 90.06%-77.4pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,396 | $2,347+2.1% | $2,994-20.0% | $2,631-8.9% |
| Participant deferral / active EE | $4,531 | $3,972+14.1% | $4,953-8.5% | $4,212+7.6% |
| Admin fee / account holder | $22,727 | $10,091+125.2% | $11,989+89.6% | $7,344+209.5% |