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 | $138,020 | $123,793+11.5% | $177,821-22.4% | $79,858+72.8% |
| Participation rate | 93.2% | 84.7%+8.6pp | 87.7%+5.5pp | 69.6%+23.6pp |
| Annual return | 17.63% | 22.82%-5.2pp | 48.32%-30.7pp | 31.71%-14.1pp |
| Employer contribution / active EE | $4,648 | $4,095+13.5% | $5,918-21.5% | $2,471+88.1% |
| Participant deferral / active EE | $9,646 | $5,956+61.9% | $7,714+25.0% | $3,740+157.9% |
| Admin fee / account holder | $953 | $7,243-86.8% | $12,427-92.3% | $5,306-82.0% |