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 | $100,629 | $84,556+19.0% | $116,228-13.4% | $74,304+35.4% |
| Participation rate | 80.5% | 66.0%+14.4pp | 74.6%+5.9pp | 60.3%+20.1pp |
| Annual return | 15.40% | 18.35%-3.0pp | 90.06%-74.7pp | 29.43%-14.0pp |
| Employer contribution / active EE | $2,050 | $2,168-5.4% | $2,994-31.5% | $2,241-8.5% |
| Participant deferral / active EE | $4,947 | $3,814+29.7% | $4,953-0.1% | $3,767+31.3% |
| Admin fee / account holder | $30,395 | $3,792+701.6% | $11,989+153.5% | $2,969+923.8% |