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 | $98,743 | $95,453+3.4% | $112,040-11.9% | $82,448+19.8% |
| Participation rate | 97.1% | 72.8%+24.4pp | 76.5%+20.7pp | 68.1%+29.1pp |
| Annual return | 19.41% | 23.92%-4.5pp | 24.52%-5.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $6,514 | $2,318+181.0% | $2,954+120.5% | $2,551+155.4% |
| Participant deferral / active EE | $5,565 | $4,224+31.7% | $5,098+9.2% | $4,139+34.4% |
| Admin fee / account holder | $5,523 | $9,013-38.7% | $12,098-54.3% | $7,234-23.6% |