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 | $99,304 | $89,753+10.6% | $107,525-7.6% | $84,808+17.1% |
| Participation rate | 88.6% | 68.1%+20.5pp | 75.1%+13.5pp | 68.3%+20.3pp |
| Annual return | 17.76% | 29.48%-11.7pp | 181.32%-163.6pp | 40.90%-23.1pp |
| Employer contribution / active EE | $3,148 | $3,113+1.1% | $3,754-16.1% | $2,631+19.7% |
| Participant deferral / active EE | $9,257 | $4,056+128.2% | $5,116+81.0% | $4,212+119.8% |
| Admin fee / account holder | $5,162 | $7,222-28.5% | $8,919-42.1% | $7,344-29.7% |