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 | $108,916 | $88,370+23.2% | $112,977-3.6% | $79,858+36.4% |
| Participation rate | 97.2% | 76.8%+20.4pp | 82.6%+14.7pp | 69.6%+27.6pp |
| Annual return | 15.00% | 23.16%-8.2pp | 24.24%-9.2pp | 31.71%-16.7pp |
| Employer contribution / active EE | $4,861 | $3,398+43.1% | $4,255+14.3% | $2,471+96.7% |
| Participant deferral / active EE | $4,603 | $4,536+1.5% | $5,836-21.1% | $3,740+23.1% |
| Admin fee / account holder | $28,478 | $5,750+395.3% | $6,294+352.5% | $5,306+436.7% |