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 | $124,347 | $109,881+13.2% | $150,045-17.1% | $84,808+46.6% |
| Participation rate | 96.4% | 76.1%+20.3pp | 82.3%+14.1pp | 68.3%+28.1pp |
| Annual return | 16.47% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,499 | $3,561-1.7% | $4,693-25.4% | $2,631+33.0% |
| Participant deferral / active EE | $9,254 | $6,636+39.5% | $7,997+15.7% | $4,212+119.7% |
| Admin fee / account holder | $43,676 | $8,568+409.8% | $13,435+225.1% | $7,344+494.7% |