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 | $109,943 | $125,758-12.6% | $169,993-35.3% | $75,163+46.3% |
| Participation rate | 96.3% | 83.6%+12.7pp | 87.0%+9.3pp | 67.2%+29.1pp |
| Annual return | 22.00% | 27.20%-5.2pp | 53.37%-31.4pp | 160.62%-138.6pp |
| Employer contribution / active EE | $5,414 | $4,615+17.3% | $6,785-20.2% | $2,670+102.8% |
| Participant deferral / active EE | $9,326 | $6,837+36.4% | $10,408-10.4% | $4,125+126.1% |
| Admin fee / account holder | $4,087 | $8,173-50.0% | $12,815-68.1% | $5,651-27.7% |