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 | $101,011 | $89,355+13.0% | $141,162-28.4% | $72,985+38.4% |
| Participation rate | 89.0% | 75.1%+13.9pp | 82.5%+6.6pp | 69.5%+19.6pp |
| Annual return | 23.30% | 111.85%-88.5pp | 71.39%-48.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $5,146 | $3,114+65.2% | $4,735+8.7% | $2,440+110.9% |
| Participant deferral / active EE | $3,171 | $5,418-41.5% | $6,709-52.7% | $3,607-12.1% |
| Admin fee / account holder | $4,783 | $5,958-19.7% | $10,261-53.4% | $5,124-6.7% |