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 | $116,141 | $83,477+39.1% | $125,175-7.2% | $72,985+59.1% |
| Participation rate | 90.9% | 73.3%+17.6pp | 79.8%+11.1pp | 69.5%+21.4pp |
| Annual return | 19.01% | 25.78%-6.8pp | 43.79%-24.8pp | 81.00%-62.0pp |
| Employer contribution / active EE | $2,813 | $2,345+19.9% | $3,865-27.2% | $2,440+15.3% |
| Participant deferral / active EE | $5,767 | $3,585+60.9% | $4,937+16.8% | $3,607+59.9% |
| Admin fee / account holder | $31,809 | $5,517+476.5% | $9,702+227.9% | $5,124+520.7% |