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 | $99,521 | $94,031+5.8% | $115,768-14.0% | $82,448+20.7% |
| Participation rate | 96.0% | 70.4%+25.6pp | 74.4%+21.6pp | 68.1%+27.9pp |
| Annual return | 17.58% | 20.61%-3.0pp | 100.46%-82.9pp | 41.64%-24.1pp |
| Employer contribution / active EE | $3,245 | $2,323+39.7% | $2,940+10.4% | $2,551+27.2% |
| Participant deferral / active EE | $6,776 | $3,972+70.6% | $4,917+37.8% | $4,139+63.7% |
| Admin fee / account holder | $5,265 | $10,249-48.6% | $12,439-57.7% | $7,234-27.2% |