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 | $118,956 | $109,881+8.3% | $150,045-20.7% | $84,808+40.3% |
| Participation rate | 93.3% | 76.1%+17.2pp | 82.3%+11.0pp | 68.3%+25.0pp |
| Annual return | 14.73% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $4,164 | $3,561+16.9% | $4,693-11.3% | $2,631+58.3% |
| Participant deferral / active EE | $9,647 | $6,636+45.4% | $7,997+20.6% | $4,212+129.1% |
| Admin fee / account holder | $14,004 | $8,568+63.4% | $13,435+4.2% | $7,344+90.7% |