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 | $117,731 | $72,492+62.4% | $87,100+35.2% | $72,985+61.3% |
| Participation rate | 98.1% | 72.8%+25.3pp | 76.9%+21.3pp | 69.5%+28.7pp |
| Annual return | 17.18% | 24.46%-7.3pp | 28.19%-11.0pp | 81.00%-63.8pp |
| Employer contribution / active EE | $1,218 | $1,894-35.7% | $2,521-51.7% | $2,440-50.1% |
| Participant deferral / active EE | $5,607 | $3,270+71.5% | $4,049+38.5% | $3,607+55.4% |
| Admin fee / account holder | $11,241 | $5,055+122.4% | $7,497+50.0% | $5,124+119.4% |