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 | $103,206 | $95,453+8.1% | $112,040-7.9% | $82,448+25.2% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.5%+12.4pp | 68.1%+20.8pp |
| Annual return | 22.53% | 23.92%-1.4pp | 24.52%-2.0pp | 41.64%-19.1pp |
| Employer contribution / active EE | $4,326 | $2,318+86.6% | $2,954+46.4% | $2,551+69.6% |
| Participant deferral / active EE | $6,302 | $4,224+49.2% | $5,098+23.6% | $4,139+52.2% |
| Admin fee / account holder | $30,538 | $9,013+238.8% | $12,098+152.4% | $7,234+322.1% |