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 | $99,649 | $93,571+6.5% | $135,903-26.7% | $75,163+32.6% |
| Participation rate | 94.7% | 75.2%+19.6pp | 81.9%+12.8pp | 67.2%+27.5pp |
| Annual return | 19.34% | 30.90%-11.6pp | 68.23%-48.9pp | 160.62%-141.3pp |
| Employer contribution / active EE | $2,690 | $3,537-23.9% | $4,856-44.6% | $2,670+0.8% |
| Participant deferral / active EE | $8,473 | $6,404+32.3% | $7,758+9.2% | $4,125+105.4% |
| Admin fee / account holder | $1,949 | $6,975-72.1% | $10,762-81.9% | $5,651-65.5% |