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 | $111,532 | $109,881+1.5% | $150,045-25.7% | $84,808+31.5% |
| Participation rate | 92.1% | 76.1%+16.0pp | 82.3%+9.8pp | 68.3%+23.8pp |
| Annual return | 16.35% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $8,215 | $3,561+130.7% | $4,693+75.0% | $2,631+212.2% |
| Participant deferral / active EE | $12,405 | $6,636+86.9% | $7,997+55.1% | $4,212+194.6% |
| Admin fee / account holder | $8,742 | $8,568+2.0% | $13,435-34.9% | $7,344+19.0% |