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 | $95,803+7.7% | $113,168-8.8% | $84,808+21.7% |
| Participation rate | 88.9% | 72.9%+16.0pp | 76.6%+12.3pp | 68.3%+20.6pp |
| Annual return | 22.53% | 25.00%-2.5pp | 24.27%-1.7pp | 40.90%-18.4pp |
| Employer contribution / active EE | $4,326 | $2,360+83.3% | $2,975+45.4% | $2,631+64.4% |
| Participant deferral / active EE | $6,302 | $4,242+48.6% | $5,107+23.4% | $4,212+49.6% |
| Admin fee / account holder | $30,538 | $8,989+239.7% | $12,068+153.1% | $7,344+315.8% |