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 | $114,871 | $109,881+4.5% | $150,045-23.4% | $84,808+35.4% |
| Participation rate | 97.0% | 76.1%+20.9pp | 82.3%+14.6pp | 68.3%+28.7pp |
| Annual return | 16.40% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $5,012 | $3,561+40.7% | $4,693+6.8% | $2,631+90.5% |
| Participant deferral / active EE | $3,700 | $6,636-44.3% | $7,997-53.7% | $4,212-12.2% |
| Admin fee / account holder | $10,626 | $8,568+24.0% | $13,435-20.9% | $7,344+44.7% |