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 | $99,320 | $73,933+34.3% | $96,683+2.7% | $75,163+32.1% |
| Participation rate | 96.2% | 66.4%+29.7pp | 74.3%+21.8pp | 67.2%+29.0pp |
| Annual return | 20.81% | 26.70%-5.9pp | 35.69%-14.9pp | 160.62%-139.8pp |
| Employer contribution / active EE | $5,816 | $2,928+98.7% | $3,737+55.6% | $2,670+117.8% |
| Participant deferral / active EE | $2,091 | $3,659-42.8% | $4,878-57.1% | $4,125-49.3% |
| Admin fee / account holder | $1,696 | $5,216-67.5% | $6,730-74.8% | $5,651-70.0% |