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 | $98,572 | $89,753+9.8% | $107,525-8.3% | $84,808+16.2% |
| Participation rate | 88.9% | 68.1%+20.8pp | 75.1%+13.8pp | 68.3%+20.6pp |
| Annual return | 17.48% | 29.48%-12.0pp | 181.32%-163.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,266 | $3,113+4.9% | $3,754-13.0% | $2,631+24.1% |
| Participant deferral / active EE | $7,885 | $4,056+94.4% | $5,116+54.1% | $4,212+87.2% |
| Admin fee / account holder | $12,612 | $7,222+74.6% | $8,919+41.4% | $7,344+71.7% |