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 7-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 | $104,476 | $103,966+0.5% | $112,887-7.5% | $75,163+39.0% |
| Participation rate | 96.3% | 75.7%+20.6pp | 80.5%+15.8pp | 67.2%+29.1pp |
| Annual return | 16.19% | 24.54%-8.4pp | 34.10%-17.9pp | 160.62%-144.4pp |
| Employer contribution / active EE | $5,227 | $3,870+35.1% | $4,563+14.6% | $2,670+95.8% |
| Participant deferral / active EE | $1,957 | $5,456-64.1% | $6,513-70.0% | $4,125-52.6% |
| Admin fee / account holder | $13,957 | $7,663+82.1% | $7,047+98.1% | $5,651+147.0% |