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 | $105,873 | $93,571+13.1% | $135,903-22.1% | $75,163+40.9% |
| Participation rate | 98.1% | 75.2%+22.9pp | 81.9%+16.2pp | 67.2%+30.9pp |
| Annual return | 18.20% | 30.90%-12.7pp | 68.23%-50.0pp | 160.62%-142.4pp |
| Employer contribution / active EE | $4,079 | $3,537+15.3% | $4,856-16.0% | $2,670+52.8% |
| Participant deferral / active EE | $9,061 | $6,404+41.5% | $7,758+16.8% | $4,125+119.6% |
| Admin fee / account holder | $7,587 | $6,975+8.8% | $10,762-29.5% | $5,651+34.3% |