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 | $102,754 | $109,881-6.5% | $150,045-31.5% | $84,808+21.2% |
| Participation rate | 97.6% | 76.1%+21.5pp | 82.3%+15.3pp | 68.3%+29.3pp |
| Annual return | 25.04% | 28.25%-3.2pp | 62.55%-37.5pp | 40.90%-15.9pp |
| Employer contribution / active EE | $4,532 | $3,561+27.3% | $4,693-3.4% | $2,631+72.3% |
| Participant deferral / active EE | $13,101 | $6,636+97.4% | $7,997+63.8% | $4,212+211.1% |
| Admin fee / account holder | $23,586 | $8,568+175.3% | $13,435+75.6% | $7,344+221.2% |