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 3-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 | $155,035 | $138,347+12.1% | $184,203-15.8% | $80,856+91.7% |
| Participation rate | 93.3% | 83.9%+9.5pp | 86.8%+6.5pp | 67.6%+25.7pp |
| Annual return | 18.50% | 20.02%-1.5pp | 28.81%-10.3pp | 35.59%-17.1pp |
| Employer contribution / active EE | $7,503 | $4,850+54.7% | $6,427+16.7% | $2,755+172.4% |
| Participant deferral / active EE | $20,472 | $7,071+189.5% | $9,131+124.2% | $4,296+376.6% |
| Admin fee / account holder | $9,701 | $10,483-7.5% | $13,901-30.2% | $6,918+40.2% |