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 | $105,753 | $102,317+3.4% | $146,958-28.0% | $80,856+30.8% |
| Participation rate | 98.0% | 75.8%+22.1pp | 82.2%+15.8pp | 67.6%+30.3pp |
| Annual return | 11.90% | 134.76%-122.9pp | 418.34%-406.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $4,595 | $3,713+23.7% | $4,933-6.9% | $2,755+66.8% |
| Participant deferral / active EE | $11,014 | $6,644+65.8% | $8,070+36.5% | $4,296+156.4% |
| Admin fee / account holder | $2,928 | $7,941-63.1% | $12,998-77.5% | $6,918-57.7% |