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 | $120,230 | $109,881+9.4% | $150,045-19.9% | $84,808+41.8% |
| Participation rate | 98.4% | 76.1%+22.3pp | 82.3%+16.0pp | 68.3%+30.0pp |
| Annual return | 24.77% | 28.25%-3.5pp | 62.55%-37.8pp | 40.90%-16.1pp |
| Employer contribution / active EE | $3,600 | $3,561+1.1% | $4,693-23.3% | $2,631+36.8% |
| Participant deferral / active EE | $11,071 | $6,636+66.8% | $7,997+38.4% | $4,212+162.9% |
| Admin fee / account holder | $3,999 | $8,568-53.3% | $13,435-70.2% | $7,344-45.5% |