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 | $98,905 | $95,453+3.6% | $112,040-11.7% | $82,448+20.0% |
| Participation rate | 90.4% | 72.8%+17.7pp | 76.5%+13.9pp | 68.1%+22.3pp |
| Annual return | 14.88% | 23.92%-9.0pp | 24.52%-9.6pp | 41.64%-26.8pp |
| Employer contribution / active EE | $4,688 | $2,318+102.3% | $2,954+58.7% | $2,551+83.8% |
| Participant deferral / active EE | $6,807 | $4,224+61.2% | $5,098+33.5% | $4,139+64.5% |
| Admin fee / account holder | $1,453 | $9,013-83.9% | $12,098-88.0% | $7,234-79.9% |