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 | $108,836 | $114,381-4.8% | $107,525+1.2% | $142,382-23.6% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.1%+19.7pp | 80.1%+14.6pp |
| Annual return | 14.60% | 242.71%-228.1pp | 181.32%-166.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $5,414 | $4,015+34.8% | $3,754+44.2% | $4,299+25.9% |
| Participant deferral / active EE | $8,784 | $5,564+57.9% | $5,116+71.7% | $6,507+35.0% |
| Admin fee / account holder | $10,565 | $9,860+7.1% | $8,919+18.5% | $12,624-16.3% |