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 | $111,214 | $109,413+1.6% | $156,263-28.8% | $84,808+31.1% |
| Participation rate | 84.6% | 72.7%+11.9pp | 78.9%+5.7pp | 68.3%+16.3pp |
| Annual return | 20.26% | 20.18%+0.1pp | 59.47%-39.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $11,530 | $2,907+296.6% | $4,333+166.1% | $2,631+338.2% |
| Participant deferral / active EE | $3,935 | $4,590-14.3% | $6,158-36.1% | $4,212-6.6% |
| Admin fee / account holder | $14,048 | $9,357+50.1% | $14,255-1.5% | $7,344+91.3% |