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 | $113,301 | $117,983-4.0% | $101,794+11.3% | $142,382-20.4% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.2%+21.7pp | 80.1%+10.8pp |
| Annual return | 23.78% | 36.92%-13.1pp | 30.53%-6.7pp | 217.08%-193.3pp |
| Employer contribution / active EE | $4,994 | $2,773+80.1% | $2,289+118.2% | $4,299+16.2% |
| Participant deferral / active EE | $9,749 | $4,714+106.8% | $4,084+138.7% | $6,507+49.8% |
| Admin fee / account holder | $14,607 | $10,433+40.0% | $8,777+66.4% | $12,624+15.7% |