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 | $108,136 | $106,749+1.3% | $145,433-25.6% | $82,448+31.2% |
| Participation rate | 98.2% | 75.6%+22.6pp | 82.1%+16.1pp | 68.1%+30.2pp |
| Annual return | 18.94% | 27.59%-8.7pp | 66.58%-47.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $13,412 | $3,444+289.4% | $4,554+194.5% | $2,551+425.8% |
| Participant deferral / active EE | $12,400 | $6,519+90.2% | $7,897+57.0% | $4,139+199.6% |
| Admin fee / account holder | $4,517 | $8,390-46.2% | $13,129-65.6% | $7,234-37.6% |