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 | $103,735 | $106,749-2.8% | $145,433-28.7% | $82,448+25.8% |
| Participation rate | 97.6% | 75.6%+21.9pp | 82.1%+15.5pp | 68.1%+29.5pp |
| Annual return | 21.23% | 27.59%-6.4pp | 66.58%-45.3pp | 41.64%-20.4pp |
| Employer contribution / active EE | $7,696 | $3,444+123.4% | $4,554+69.0% | $2,551+201.7% |
| Participant deferral / active EE | $13,178 | $6,519+102.2% | $7,897+66.9% | $4,139+218.4% |
| Admin fee / account holder | $8,592 | $8,390+2.4% | $13,129-34.6% | $7,234+18.8% |