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 | $97,226 | $86,929+11.8% | $102,423-5.1% | $80,856+20.2% |
| Participation rate | 96.1% | 72.4%+23.7pp | 76.5%+19.6pp | 67.6%+28.4pp |
| Annual return | 16.46% | 18.88%-2.4pp | 29.32%-12.9pp | 35.59%-19.1pp |
| Employer contribution / active EE | $1,880 | $2,369-20.6% | $3,023-37.8% | $2,755-31.7% |
| Participant deferral / active EE | $6,875 | $4,118+66.9% | $5,053+36.1% | $4,296+60.0% |
| Admin fee / account holder | $2,044 | $8,049-74.6% | $9,451-78.4% | $6,918-70.5% |