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 | $103,337 | $109,359-5.5% | $162,163-36.3% | $72,985+41.6% |
| Participation rate | 96.9% | 84.3%+12.6pp | 87.6%+9.3pp | 69.5%+27.4pp |
| Annual return | 26.42% | 25.46%+1.0pp | 115.59%-89.2pp | 81.00%-54.6pp |
| Employer contribution / active EE | $7,748 | $3,907+98.3% | $5,614+38.0% | $2,440+217.5% |
| Participant deferral / active EE | $4,014 | $5,481-26.8% | $7,298-45.0% | $3,607+11.3% |
| Admin fee / account holder | $3,391 | $7,972-57.5% | $10,843-68.7% | $5,124-33.8% |