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 | $91,606 | $72,277+26.7% | $101,248-9.5% | $79,858+14.7% |
| Participation rate | 94.1% | 68.5%+25.7pp | 75.8%+18.3pp | 69.6%+24.5pp |
| Annual return | 16.87% | 22.30%-5.4pp | 46.47%-29.6pp | 31.71%-14.8pp |
| Employer contribution / active EE | $2,530 | $2,692-6.0% | $3,660-30.9% | $2,471+2.4% |
| Participant deferral / active EE | $5,441 | $3,282+65.8% | $4,370+24.5% | $3,740+45.5% |
| Admin fee / account holder | $12,151 | $4,400+176.1% | $5,945+104.4% | $5,306+129.0% |