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 | $108,111 | $93,571+15.5% | $135,903-20.4% | $75,163+43.8% |
| Participation rate | 95.6% | 75.2%+20.4pp | 81.9%+13.6pp | 67.2%+28.4pp |
| Annual return | 17.34% | 30.90%-13.6pp | 68.23%-50.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $4,983 | $3,537+40.9% | $4,856+2.6% | $2,670+86.7% |
| Participant deferral / active EE | $7,122 | $6,404+11.2% | $7,758-8.2% | $4,125+72.6% |
| Admin fee / account holder | $64,320 | $6,975+822.1% | $10,762+497.7% | $5,651+1038.2% |