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 | $116,284 | $73,933+57.3% | $96,683+20.3% | $75,163+54.7% |
| Participation rate | 87.3% | 66.4%+20.9pp | 74.3%+13.0pp | 67.2%+20.1pp |
| Annual return | 19.21% | 26.70%-7.5pp | 35.69%-16.5pp | 160.62%-141.4pp |
| Employer contribution / active EE | $3,146 | $2,928+7.5% | $3,737-15.8% | $2,670+17.8% |
| Participant deferral / active EE | $7,566 | $3,659+106.8% | $4,878+55.1% | $4,125+83.4% |
| Admin fee / account holder | $3,134 | $5,216-39.9% | $6,730-53.4% | $5,651-44.5% |