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 | $114,580 | $109,413+4.7% | $156,263-26.7% | $84,808+35.1% |
| Participation rate | 88.6% | 72.7%+15.9pp | 78.9%+9.7pp | 68.3%+20.3pp |
| Annual return | 13.24% | 20.18%-6.9pp | 59.47%-46.2pp | 40.90%-27.7pp |
| Employer contribution / active EE | $3,047 | $2,907+4.8% | $4,333-29.7% | $2,631+15.8% |
| Participant deferral / active EE | $6,509 | $4,590+41.8% | $6,158+5.7% | $4,212+54.5% |
| Admin fee / account holder | $30,764 | $9,357+228.8% | $14,255+115.8% | $7,344+318.9% |