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 | $126,675 | $95,803+32.2% | $113,168+11.9% | $84,808+49.4% |
| Participation rate | 91.4% | 72.9%+18.6pp | 76.6%+14.9pp | 68.3%+23.1pp |
| Annual return | 16.13% | 25.00%-8.9pp | 24.27%-8.1pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,528 | $2,360+49.5% | $2,975+18.6% | $2,631+34.1% |
| Participant deferral / active EE | $7,459 | $4,242+75.8% | $5,107+46.1% | $4,212+77.1% |
| Admin fee / account holder | $4,822 | $8,989-46.4% | $12,068-60.0% | $7,344-34.3% |