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 | $103,967 | $99,985+4.0% | $146,665-29.1% | $85,850+21.1% |
| Participation rate | 78.6% | 73.1%+5.5pp | 80.1%-1.5pp | 69.3%+9.3pp |
| Annual return | 13.72% | 18.93%-5.2pp | 22.74%-9.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $2,834 | $2,559+10.8% | $4,136-31.5% | $2,565+10.5% |
| Participant deferral / active EE | $4,819 | $4,006+20.3% | $5,506-12.5% | $3,952+22.0% |
| Admin fee / account holder | $500 | $7,702-93.5% | $10,280-95.1% | $6,260-92.0% |