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 | $110,730 | $100,326+10.4% | $180,183-38.5% | $84,808+30.6% |
| Participation rate | 91.4% | 71.0%+20.4pp | 77.4%+14.0pp | 68.3%+23.1pp |
| Annual return | 16.25% | 17.86%-1.6pp | 27.86%-11.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,791 | $3,269-14.6% | $5,039-44.6% | $2,631+6.1% |
| Participant deferral / active EE | $7,824 | $5,066+54.4% | $6,822+14.7% | $4,212+85.8% |
| Admin fee / account holder | $1,729 | $9,674-82.1% | $19,975-91.3% | $7,344-76.5% |