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 | $92,389 | $88,672+4.2% | $105,223-12.2% | $82,448+12.1% |
| Participation rate | 94.8% | 67.9%+26.9pp | 75.0%+19.8pp | 68.1%+26.7pp |
| Annual return | 15.65% | 30.86%-15.2pp | 180.65%-165.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $6,429 | $3,048+110.9% | $3,689+74.3% | $2,551+152.0% |
| Participant deferral / active EE | $5,574 | $4,036+38.1% | $5,072+9.9% | $4,139+34.7% |
| Admin fee / account holder | $6,688 | $7,146-6.4% | $8,859-24.5% | $7,234-7.5% |