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 | $111,226 | $78,705+41.3% | $117,854-5.6% | $70,131+58.6% |
| Participation rate | 97.9% | 73.2%+24.7pp | 79.7%+18.2pp | 69.5%+28.3pp |
| Annual return | 14.68% | 23.30%-8.6pp | 335.08%-320.4pp | 73.14%-58.5pp |
| Employer contribution / active EE | $2,953 | $2,223+32.8% | $3,786-22.0% | $2,342+26.0% |
| Participant deferral / active EE | $4,900 | $3,297+48.6% | $4,482+9.3% | $3,332+47.1% |
| Admin fee / account holder | $3,883 | $5,065-23.3% | $8,020-51.6% | $4,645-16.4% |