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 | $119,923 | $106,749+12.3% | $145,433-17.5% | $82,448+45.5% |
| Participation rate | 79.6% | 75.6%+4.0pp | 82.1%-2.5pp | 68.1%+11.6pp |
| Annual return | 21.03% | 27.59%-6.6pp | 66.58%-45.5pp | 41.64%-20.6pp |
| Employer contribution / active EE | $3,925 | $3,444+13.9% | $4,554-13.8% | $2,551+53.8% |
| Participant deferral / active EE | $8,321 | $6,519+27.7% | $7,897+5.4% | $4,139+101.0% |
| Admin fee / account holder | $971 | $8,390-88.4% | $13,129-92.6% | $7,234-86.6% |