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 | $120,423 | $89,698+34.3% | $103,476+16.4% | $80,856+48.9% |
| Participation rate | 94.3% | 76.0%+18.3pp | 80.5%+13.8pp | 67.6%+26.6pp |
| Annual return | 12.27% | 22.78%-10.5pp | 23.90%-11.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $5,002 | $4,018+24.5% | $4,672+7.1% | $2,755+81.6% |
| Participant deferral / active EE | $5,390 | $5,456-1.2% | $6,623-18.6% | $4,296+25.5% |
| Admin fee / account holder | $37,432 | $6,768+453.1% | $9,413+297.7% | $6,918+441.1% |