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 | $119,733 | $109,881+9.0% | $150,045-20.2% | $84,808+41.2% |
| Participation rate | 97.3% | 76.1%+21.2pp | 82.3%+15.0pp | 68.3%+29.0pp |
| Annual return | 28.17% | 28.25%-0.1pp | 62.55%-34.4pp | 40.90%-12.7pp |
| Employer contribution / active EE | $4,001 | $3,561+12.4% | $4,693-14.7% | $2,631+52.1% |
| Participant deferral / active EE | $9,568 | $6,636+44.2% | $7,997+19.6% | $4,212+127.2% |
| Admin fee / account holder | $3,331 | $8,568-61.1% | $13,435-75.2% | $7,344-54.6% |