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 | $112,764 | $91,552+23.2% | $133,956-15.8% | $79,858+41.2% |
| Participation rate | 94.4% | 73.3%+21.1pp | 79.8%+14.6pp | 69.6%+24.8pp |
| Annual return | 14.83% | 61.85%-47.0pp | 45.09%-30.3pp | 31.71%-16.9pp |
| Employer contribution / active EE | $3,736 | $2,384+56.8% | $3,919-4.7% | $2,471+51.2% |
| Participant deferral / active EE | $5,053 | $3,733+35.4% | $5,048+0.1% | $3,740+35.1% |
| Admin fee / account holder | $10,050 | $6,321+59.0% | $8,927+12.6% | $5,306+89.4% |