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 | $109,419 | $99,985+9.4% | $146,665-25.4% | $85,850+27.5% |
| Participation rate | 75.3% | 73.1%+2.3pp | 80.1%-4.7pp | 69.3%+6.0pp |
| Annual return | 15.20% | 18.93%-3.7pp | 22.74%-7.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $3,267 | $2,559+27.7% | $4,136-21.0% | $2,565+27.4% |
| Participant deferral / active EE | $7,009 | $4,006+75.0% | $5,506+27.3% | $3,952+77.4% |
| Admin fee / account holder | $3,597 | $7,702-53.3% | $10,280-65.0% | $6,260-42.5% |