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 | $97,560 | $100,773-3.2% | $88,946+9.7% | $142,382-31.5% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 19.77% | 70.18%-50.4pp | 57.82%-38.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $4,527 | $2,918+55.2% | $2,555+77.2% | $4,299+5.3% |
| Participant deferral / active EE | $10,097 | $5,230+93.0% | $4,581+120.4% | $6,507+55.2% |
| Admin fee / account holder | $6,961 | $9,693-28.2% | $8,261-15.7% | $12,624-44.9% |