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 | $116,320 | $93,571+24.3% | $135,903-14.4% | $75,163+54.8% |
| Participation rate | 87.7% | 75.2%+12.5pp | 81.9%+5.8pp | 67.2%+20.5pp |
| Annual return | 19.37% | 30.90%-11.5pp | 68.23%-48.9pp | 160.62%-141.2pp |
| Employer contribution / active EE | $4,100 | $3,537+15.9% | $4,856-15.6% | $2,670+53.6% |
| Participant deferral / active EE | $8,526 | $6,404+33.1% | $7,758+9.9% | $4,125+106.7% |
| Admin fee / account holder | $1,399 | $6,975-79.9% | $10,762-87.0% | $5,651-75.2% |