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 | $116,171 | $81,248+43.0% | $155,509-25.3% | $80,856+43.7% |
| Participation rate | 96.8% | 66.2%+30.5pp | 78.2%+18.6pp | 67.6%+29.1pp |
| Annual return | 15.28% | 33.31%-18.0pp | 64.67%-49.4pp | 35.59%-20.3pp |
| Employer contribution / active EE | $3,886 | $3,100+25.3% | $4,672-16.8% | $2,755+41.0% |
| Participant deferral / active EE | $8,229 | $3,452+138.4% | $5,626+46.3% | $4,296+91.6% |
| Admin fee / account holder | $7,494 | $7,997-6.3% | $15,912-52.9% | $6,918+8.3% |