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 | $109,809 | $65,365+68.0% | $92,893+18.2% | $72,985+50.5% |
| Participation rate | 86.7% | 68.3%+18.4pp | 76.0%+10.7pp | 69.5%+17.2pp |
| Annual return | 21.96% | 42.10%-20.1pp | 109.41%-87.5pp | 81.00%-59.0pp |
| Employer contribution / active EE | $3,558 | $2,594+37.1% | $3,653-2.6% | $2,440+45.8% |
| Participant deferral / active EE | $4,572 | $3,128+46.2% | $4,236+7.9% | $3,607+26.7% |
| Admin fee / account holder | $1,009 | $4,251-76.3% | $5,794-82.6% | $5,124-80.3% |