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 | $100,643 | $70,475+42.8% | $100,516+0.1% | $79,858+26.0% |
| Participation rate | 90.9% | 73.7%+17.3pp | 79.4%+11.5pp | 69.6%+21.3pp |
| Annual return | 18.97% | 21.90%-2.9pp | 30.89%-11.9pp | 31.71%-12.7pp |
| Employer contribution / active EE | $2,264 | $2,165+4.6% | $3,418-33.8% | $2,471-8.4% |
| Participant deferral / active EE | $6,484 | $5,181+25.2% | $6,270+3.4% | $3,740+73.4% |
| Admin fee / account holder | $10,066 | $4,478+124.8% | $8,081+24.6% | $5,306+89.7% |