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 | $133,797 | $76,367+75.2% | $93,606+42.9% | $72,985+83.3% |
| Participation rate | 95.5% | 71.7%+23.7pp | 75.8%+19.6pp | 69.5%+26.0pp |
| Annual return | 19.24% | 25.82%-6.6pp | 32.76%-13.5pp | 81.00%-61.8pp |
| Employer contribution / active EE | $4,296 | $2,275+88.8% | $2,718+58.1% | $2,440+76.1% |
| Participant deferral / active EE | $3,423 | $3,538-3.2% | $4,069-15.9% | $3,607-5.1% |
| Admin fee / account holder | $22,437 | $6,838+228.1% | $7,888+184.4% | $5,124+337.9% |