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 | $110,994 | $99,341+11.7% | $84,750+31.0% | $273,961-59.5% |
| Participation rate | 91.3% | 80.7%+10.6pp | 76.6%+14.7pp | 83.0%+8.3pp |
| Annual return | 8.80% | 22.93%-14.1pp | 22.78%-14.0pp | 41.45%-32.7pp |
| Employer contribution / active EE | $6,903 | $4,214+63.8% | $3,574+93.1% | $4,869+41.8% |
| Participant deferral / active EE | $7,304 | $4,269+71.1% | $3,712+96.8% | $5,287+38.2% |
| Admin fee / account holder | $32,430 | $6,644+388.1% | $5,332+508.2% | $10,132+220.1% |