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 | $91,758 | $103,376-11.2% | $87,100+5.3% | $152,861-40.0% |
| Participation rate | 94.7% | 79.3%+15.4pp | 76.9%+17.9pp | 82.4%+12.3pp |
| Annual return | 20.01% | 28.10%-8.1pp | 28.19%-8.2pp | 345.32%-325.3pp |
| Employer contribution / active EE | $3,309 | $3,220+2.8% | $2,521+31.2% | $4,762-30.5% |
| Participant deferral / active EE | $6,757 | $4,778+41.4% | $4,049+66.9% | $5,850+15.5% |
| Admin fee / account holder | $4,080 | $12,205-66.6% | $7,497-45.6% | $11,596-64.8% |