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 | $114,567 | $68,547+67.1% | $120,354-4.8% | $80,856+41.7% |
| Participation rate | 79.4% | 61.6%+17.8pp | 71.9%+7.5pp | 67.6%+11.8pp |
| Annual return | 13.18% | 23.60%-10.4pp | 107.15%-94.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $5,222 | $2,051+154.6% | $3,463+50.8% | $2,755+89.6% |
| Participant deferral / active EE | $2,913 | $3,173-8.2% | $4,991-41.6% | $4,296-32.2% |
| Admin fee / account holder | $22,411 | $5,732+291.0% | $9,423+137.8% | $6,918+223.9% |