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 | $118,891 | $109,881+8.2% | $150,045-20.8% | $84,808+40.2% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 18.10% | 28.25%-10.1pp | 62.55%-44.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $5,509 | $3,561+54.7% | $4,693+17.4% | $2,631+109.4% |
| Participant deferral / active EE | $10,298 | $6,636+55.2% | $7,997+28.8% | $4,212+144.5% |
| Admin fee / account holder | $7,291 | $8,568-14.9% | $13,435-45.7% | $7,344-0.7% |