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 | $74,505 | $67,606+10.2% | $82,313-9.5% | $70,131+6.2% |
| Participation rate | 97.9% | 72.8%+25.1pp | 76.9%+21.0pp | 69.5%+28.3pp |
| Annual return | 18.37% | 21.57%-3.2pp | 25.88%-7.5pp | 73.14%-54.8pp |
| Employer contribution / active EE | $3,322 | $1,755+89.3% | $2,428+36.8% | $2,342+41.8% |
| Participant deferral / active EE | $4,357 | $2,987+45.9% | $3,706+17.6% | $3,332+30.8% |
| Admin fee / account holder | $6,499 | $4,512+44.0% | $5,608+15.9% | $4,645+39.9% |