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 | $119,737 | $109,413+9.4% | $156,263-23.4% | $84,808+41.2% |
| Participation rate | 98.0% | 72.7%+25.3pp | 78.9%+19.1pp | 68.3%+29.7pp |
| Annual return | 15.11% | 20.18%-5.1pp | 59.47%-44.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $5,580 | $2,907+92.0% | $4,333+28.8% | $2,631+112.1% |
| Participant deferral / active EE | $6,495 | $4,590+41.5% | $6,158+5.5% | $4,212+54.2% |
| Admin fee / account holder | $1,190 | $9,357-87.3% | $14,255-91.7% | $7,344-83.8% |