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 | $119,769 | $80,968+47.9% | $96,544+24.1% | $75,163+59.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 17.56% | 27.06%-9.5pp | 25.84%-8.3pp | 160.62%-143.1pp |
| Employer contribution / active EE | $3,078 | $2,282+34.9% | $2,965+3.8% | $2,670+15.3% |
| Participant deferral / active EE | $3,846 | $3,928-2.1% | $4,851-20.7% | $4,125-6.8% |
| Admin fee / account holder | $4,523 | $6,724-32.7% | $8,252-45.2% | $5,651-20.0% |