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 | $124,095 | $125,758-1.3% | $169,993-27.0% | $75,163+65.1% |
| Participation rate | 95.0% | 83.6%+11.4pp | 87.0%+8.0pp | 67.2%+27.8pp |
| Annual return | 15.13% | 27.20%-12.1pp | 53.37%-38.2pp | 160.62%-145.5pp |
| Employer contribution / active EE | $5,617 | $4,615+21.7% | $6,785-17.2% | $2,670+110.4% |
| Participant deferral / active EE | $9,284 | $6,837+35.8% | $10,408-10.8% | $4,125+125.1% |
| Admin fee / account holder | $1,332 | $8,173-83.7% | $12,815-89.6% | $5,651-76.4% |