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 | $119,829 | $95,803+25.1% | $113,168+5.9% | $84,808+41.3% |
| Participation rate | 90.9% | 72.9%+18.0pp | 76.6%+14.3pp | 68.3%+22.6pp |
| Annual return | 15.77% | 25.00%-9.2pp | 24.27%-8.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,660 | $2,360+55.1% | $2,975+23.0% | $2,631+39.1% |
| Participant deferral / active EE | $7,351 | $4,242+73.3% | $5,107+43.9% | $4,212+74.5% |
| Admin fee / account holder | $4,871 | $8,989-45.8% | $12,068-59.6% | $7,344-33.7% |