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 | $116,435 | $109,881+6.0% | $150,045-22.4% | $84,808+37.3% |
| Participation rate | 89.1% | 76.1%+13.0pp | 82.3%+6.8pp | 68.3%+20.8pp |
| Annual return | 17.75% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $6,406 | $3,561+79.9% | $4,693+36.5% | $2,631+143.5% |
| Participant deferral / active EE | $13,808 | $6,636+108.1% | $7,997+72.7% | $4,212+227.9% |
| Admin fee / account holder | $5,410 | $8,568-36.9% | $13,435-59.7% | $7,344-26.3% |