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 | $132,015 | $89,355+47.7% | $141,162-6.5% | $72,985+80.9% |
| Participation rate | 90.3% | 75.1%+15.2pp | 82.5%+7.9pp | 69.5%+20.8pp |
| Annual return | 24.46% | 111.85%-87.4pp | 71.39%-46.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $3,173 | $3,114+1.9% | $4,735-33.0% | $2,440+30.1% |
| Participant deferral / active EE | $8,450 | $5,418+56.0% | $6,709+25.9% | $3,607+134.2% |
| Admin fee / account holder | $22,874 | $5,958+283.9% | $10,261+122.9% | $5,124+346.4% |