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 | $101,265 | $80,968+25.1% | $96,544+4.9% | $75,163+34.7% |
| Participation rate | 98.3% | 71.8%+26.5pp | 76.0%+22.3pp | 67.2%+31.1pp |
| Annual return | 13.12% | 27.06%-13.9pp | 25.84%-12.7pp | 160.62%-147.5pp |
| Employer contribution / active EE | $4,883 | $2,282+114.0% | $2,965+64.7% | $2,670+82.9% |
| Participant deferral / active EE | $5,231 | $3,928+33.2% | $4,851+7.8% | $4,125+26.8% |
| Admin fee / account holder | $2,754 | $6,724-59.0% | $8,252-66.6% | $5,651-51.3% |