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 | $110,499 | $72,492+52.4% | $87,100+26.9% | $72,985+51.4% |
| Participation rate | 98.2% | 72.8%+25.4pp | 76.9%+21.3pp | 69.5%+28.7pp |
| Annual return | 18.73% | 24.46%-5.7pp | 28.19%-9.5pp | 81.00%-62.3pp |
| Employer contribution / active EE | $3,241 | $1,894+71.1% | $2,521+28.5% | $2,440+32.8% |
| Participant deferral / active EE | $3,770 | $3,270+15.3% | $4,049-6.9% | $3,607+4.5% |
| Admin fee / account holder | $6,070 | $5,055+20.1% | $7,497-19.0% | $5,124+18.5% |