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 | $97,787 | $101,724-3.9% | $164,813-40.7% | $80,856+20.9% |
| Participation rate | 98.0% | 71.8%+26.2pp | 78.6%+19.4pp | 67.6%+30.4pp |
| Annual return | 16.40% | 16.72%-0.3pp | 69.93%-53.5pp | 35.59%-19.2pp |
| Employer contribution / active EE | $4,618 | $2,953+56.4% | $4,341+6.4% | $2,755+67.6% |
| Participant deferral / active EE | $8,782 | $4,477+96.1% | $6,031+45.6% | $4,296+104.4% |
| Admin fee / account holder | $19,836 | $8,227+141.1% | $12,690+56.3% | $6,918+186.7% |