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 | $109,283 | $94,625+15.5% | $116,228-6.0% | $84,808+28.9% |
| Participation rate | 84.4% | 70.4%+13.9pp | 74.6%+9.8pp | 68.3%+16.1pp |
| Annual return | 14.72% | 20.40%-5.7pp | 90.06%-75.3pp | 40.90%-26.2pp |
| Employer contribution / active EE | $5,322 | $2,347+126.8% | $2,994+77.7% | $2,631+102.3% |
| Participant deferral / active EE | $6,454 | $3,972+62.5% | $4,953+30.3% | $4,212+53.2% |
| Admin fee / account holder | $7,465 | $10,091-26.0% | $11,989-37.7% | $7,344+1.7% |