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 | $112,289 | $106,749+5.2% | $145,433-22.8% | $82,448+36.2% |
| Participation rate | 97.1% | 75.6%+21.4pp | 82.1%+14.9pp | 68.1%+29.0pp |
| Annual return | 17.35% | 27.59%-10.2pp | 66.58%-49.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $5,895 | $3,444+71.1% | $4,554+29.4% | $2,551+131.1% |
| Participant deferral / active EE | $9,993 | $6,519+53.3% | $7,897+26.5% | $4,139+141.4% |
| Admin fee / account holder | $1,110 | $8,390-86.8% | $13,129-91.5% | $7,234-84.7% |