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 | $106,273 | $99,985+6.3% | $146,665-27.5% | $85,850+23.8% |
| Participation rate | 93.7% | 73.1%+20.6pp | 80.1%+13.6pp | 69.3%+24.4pp |
| Annual return | 24.14% | 18.93%+5.2pp | 22.74%+1.4pp | 318.53%-294.4pp |
| Employer contribution / active EE | $2,760 | $2,559+7.9% | $4,136-33.3% | $2,565+7.6% |
| Participant deferral / active EE | $7,326 | $4,006+82.9% | $5,506+33.1% | $3,952+85.4% |
| Admin fee / account holder | $6,139 | $7,702-20.3% | $10,280-40.3% | $6,260-1.9% |