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 | $109,848 | $89,753+22.4% | $107,525+2.2% | $84,808+29.5% |
| Participation rate | 98.0% | 68.1%+29.9pp | 75.1%+22.9pp | 68.3%+29.6pp |
| Annual return | 16.69% | 29.48%-12.8pp | 181.32%-164.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $13,976 | $3,113+348.9% | $3,754+272.3% | $2,631+431.2% |
| Participant deferral / active EE | $5,356 | $4,056+32.0% | $5,116+4.7% | $4,212+27.2% |
| Admin fee / account holder | $5,252 | $7,222-27.3% | $8,919-41.1% | $7,344-28.5% |