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 | $118,513 | $109,359+8.4% | $162,163-26.9% | $72,985+62.4% |
| Participation rate | 98.8% | 84.3%+14.5pp | 87.6%+11.2pp | 69.5%+29.3pp |
| Annual return | 22.00% | 25.46%-3.5pp | 115.59%-93.6pp | 81.00%-59.0pp |
| Employer contribution / active EE | $3,384 | $3,907-13.4% | $5,614-39.7% | $2,440+38.7% |
| Participant deferral / active EE | $6,475 | $5,481+18.1% | $7,298-11.3% | $3,607+79.5% |
| Admin fee / account holder | $4,341 | $7,972-45.5% | $10,843-60.0% | $5,124-15.3% |