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 | $101,138 | $89,355+13.2% | $141,162-28.4% | $72,985+38.6% |
| Participation rate | 96.6% | 75.1%+21.5pp | 82.5%+14.1pp | 69.5%+27.1pp |
| Annual return | 20.69% | 111.85%-91.2pp | 71.39%-50.7pp | 81.00%-60.3pp |
| Employer contribution / active EE | $3,332 | $3,114+7.0% | $4,735-29.6% | $2,440+36.6% |
| Participant deferral / active EE | $7,015 | $5,418+29.5% | $6,709+4.6% | $3,607+94.5% |
| Admin fee / account holder | $6,240 | $5,958+4.7% | $10,261-39.2% | $5,124+21.8% |