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 | $110,547 | $91,552+20.7% | $133,956-17.5% | $79,858+38.4% |
| Participation rate | 97.8% | 73.3%+24.5pp | 79.8%+18.0pp | 69.6%+28.2pp |
| Annual return | 14.06% | 61.85%-47.8pp | 45.09%-31.0pp | 31.71%-17.7pp |
| Employer contribution / active EE | $4,253 | $2,384+78.4% | $3,919+8.5% | $2,471+72.1% |
| Participant deferral / active EE | $3,650 | $3,733-2.2% | $5,048-27.7% | $3,740-2.4% |
| Admin fee / account holder | $8,629 | $6,321+36.5% | $8,927-3.3% | $5,306+62.6% |