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 | $100,631 | $86,286+16.6% | $111,297-9.6% | $85,850+17.2% |
| Participation rate | 81.3% | 73.3%+7.9pp | 77.3%+3.9pp | 69.3%+11.9pp |
| Annual return | 18.03% | 19.99%-2.0pp | 54.65%-36.6pp | 318.53%-300.5pp |
| Employer contribution / active EE | $637 | $2,043-68.8% | $2,731-76.7% | $2,565-75.2% |
| Participant deferral / active EE | $5,493 | $3,641+50.9% | $4,487+22.4% | $3,952+39.0% |
| Admin fee / account holder | $2,071 | $8,188-74.7% | $7,964-74.0% | $6,260-66.9% |