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 | $100,324 | $86,929+15.4% | $102,423-2.0% | $80,856+24.1% |
| Participation rate | 93.8% | 72.4%+21.4pp | 76.5%+17.3pp | 67.6%+26.1pp |
| Annual return | 14.94% | 18.88%-3.9pp | 29.32%-14.4pp | 35.59%-20.6pp |
| Employer contribution / active EE | $5,281 | $2,369+122.9% | $3,023+74.7% | $2,755+91.7% |
| Participant deferral / active EE | $2,702 | $4,118-34.4% | $5,053-46.5% | $4,296-37.1% |
| Admin fee / account holder | $3,854 | $8,049-52.1% | $9,451-59.2% | $6,918-44.3% |