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 | $106,632 | $91,552+16.5% | $133,956-20.4% | $79,858+33.5% |
| Participation rate | 88.2% | 73.3%+14.9pp | 79.8%+8.4pp | 69.6%+18.6pp |
| Annual return | 21.26% | 61.85%-40.6pp | 45.09%-23.8pp | 31.71%-10.5pp |
| Employer contribution / active EE | $1,828 | $2,384-23.3% | $3,919-53.4% | $2,471-26.0% |
| Participant deferral / active EE | $3,043 | $3,733-18.5% | $5,048-39.7% | $3,740-18.6% |
| Admin fee / account holder | $6,139 | $6,321-2.9% | $8,927-31.2% | $5,306+15.7% |