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 | $109,737 | $94,625+16.0% | $116,228-5.6% | $84,808+29.4% |
| Participation rate | 93.9% | 70.4%+23.5pp | 74.6%+19.4pp | 68.3%+25.6pp |
| Annual return | 14.51% | 20.40%-5.9pp | 90.06%-75.5pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,500 | $2,347+6.5% | $2,994-16.5% | $2,631-5.0% |
| Participant deferral / active EE | $6,298 | $3,972+58.6% | $4,953+27.2% | $4,212+49.6% |
| Admin fee / account holder | $2,715 | $10,091-73.1% | $11,989-77.4% | $7,344-63.0% |