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 | $114,055 | $88,672+28.6% | $105,223+8.4% | $82,448+38.3% |
| Participation rate | 95.0% | 67.9%+27.1pp | 75.0%+20.0pp | 68.1%+26.9pp |
| Annual return | 14.41% | 30.86%-16.4pp | 180.65%-166.2pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,839 | $3,048-39.7% | $3,689-50.1% | $2,551-27.9% |
| Participant deferral / active EE | $6,724 | $4,036+66.6% | $5,072+32.6% | $4,139+62.4% |
| Admin fee / account holder | $1,728 | $7,146-75.8% | $8,859-80.5% | $7,234-76.1% |