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 | $120,578 | $109,881+9.7% | $150,045-19.6% | $84,808+42.2% |
| Participation rate | 97.6% | 76.1%+21.5pp | 82.3%+15.2pp | 68.3%+29.2pp |
| Annual return | 19.07% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $6,927 | $3,561+94.5% | $4,693+47.6% | $2,631+163.3% |
| Participant deferral / active EE | $10,170 | $6,636+53.3% | $7,997+27.2% | $4,212+141.5% |
| Admin fee / account holder | $6,348 | $8,568-25.9% | $13,435-52.7% | $7,344-13.6% |