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 | $99,412 | $80,968+22.8% | $96,544+3.0% | $75,163+32.3% |
| Participation rate | 96.4% | 71.8%+24.7pp | 76.0%+20.5pp | 67.2%+29.2pp |
| Annual return | 14.53% | 27.06%-12.5pp | 25.84%-11.3pp | 160.62%-146.1pp |
| Employer contribution / active EE | $5,182 | $2,282+127.1% | $2,965+74.8% | $2,670+94.1% |
| Participant deferral / active EE | $5,644 | $3,928+43.7% | $4,851+16.3% | $4,125+36.8% |
| Admin fee / account holder | $3,324 | $6,724-50.6% | $8,252-59.7% | $5,651-41.2% |