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 | $114,312 | $102,317+11.7% | $146,958-22.2% | $80,856+41.4% |
| Participation rate | 97.4% | 75.8%+21.5pp | 82.2%+15.2pp | 67.6%+29.7pp |
| Annual return | 13.23% | 134.76%-121.5pp | 418.34%-405.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $4,191 | $3,713+12.9% | $4,933-15.0% | $2,755+52.1% |
| Participant deferral / active EE | $7,338 | $6,644+10.4% | $8,070-9.1% | $4,296+70.8% |
| Admin fee / account holder | $2,521 | $7,941-68.3% | $12,998-80.6% | $6,918-63.6% |