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 | $94,698 | $72,277+31.0% | $101,248-6.5% | $79,858+18.6% |
| Participation rate | 97.0% | 68.5%+28.5pp | 75.8%+21.2pp | 69.6%+27.3pp |
| Annual return | 17.73% | 22.30%-4.6pp | 46.47%-28.7pp | 31.71%-14.0pp |
| Employer contribution / active EE | $8,465 | $2,692+214.5% | $3,660+131.3% | $2,471+242.6% |
| Participant deferral / active EE | $4,974 | $3,282+51.6% | $4,370+13.8% | $3,740+33.0% |
| Admin fee / account holder | $2,934 | $4,400-33.3% | $5,945-50.7% | $5,306-44.7% |