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 | $110,222 | $89,753+22.8% | $107,525+2.5% | $84,808+30.0% |
| Participation rate | 89.7% | 68.1%+21.6pp | 75.1%+14.6pp | 68.3%+21.3pp |
| Annual return | 17.31% | 29.48%-12.2pp | 181.32%-164.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $4,323 | $3,113+38.9% | $3,754+15.2% | $2,631+64.3% |
| Participant deferral / active EE | $4,758 | $4,056+17.3% | $5,116-7.0% | $4,212+13.0% |
| Admin fee / account holder | $3,842 | $7,222-46.8% | $8,919-56.9% | $7,344-47.7% |