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 | $113,146 | $91,190+24.1% | $178,490-36.6% | $79,858+41.7% |
| Participation rate | 98.5% | 69.2%+29.3pp | 81.9%+16.6pp | 69.6%+28.9pp |
| Annual return | 11.48% | 24.19%-12.7pp | 151.07%-139.6pp | 31.71%-20.2pp |
| Employer contribution / active EE | $4,106 | $3,256+26.1% | $5,011-18.1% | $2,471+66.2% |
| Participant deferral / active EE | $5,337 | $3,236+64.9% | $5,202+2.6% | $3,740+42.7% |
| Admin fee / account holder | $5,905 | $6,751-12.5% | $13,984-57.8% | $5,306+11.3% |