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 | $113,855 | $109,881+3.6% | $150,045-24.1% | $84,808+34.3% |
| Participation rate | 86.6% | 76.1%+10.5pp | 82.3%+4.2pp | 68.3%+18.3pp |
| Annual return | 28.68% | 28.25%+0.4pp | 62.55%-33.9pp | 40.90%-12.2pp |
| Employer contribution / active EE | $5,526 | $3,561+55.2% | $4,693+17.7% | $2,631+110.0% |
| Participant deferral / active EE | $16,108 | $6,636+142.7% | $7,997+101.4% | $4,212+282.5% |
| Admin fee / account holder | $9,619 | $8,568+12.3% | $13,435-28.4% | $7,344+31.0% |