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 | $98,195 | $76,552+28.3% | $123,892-20.7% | $62,891+56.1% |
| Participation rate | 96.2% | 73.0%+23.2pp | 81.4%+14.7pp | 69.3%+26.8pp |
| Annual return | 14.64% | 18.68%-4.0pp | 47.52%-32.9pp | 20.14%-5.5pp |
| Employer contribution / active EE | $8,177 | $2,883+183.7% | $4,617+77.1% | $2,281+258.5% |
| Participant deferral / active EE | $14,130 | $4,840+192.0% | $5,984+136.1% | $3,203+341.2% |
| Admin fee / account holder | $27,785 | $4,826+475.8% | $8,357+232.5% | $4,296+546.8% |