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 | $105,321 | $65,365+61.1% | $92,893+13.4% | $72,985+44.3% |
| Participation rate | 96.7% | 68.3%+28.4pp | 76.0%+20.7pp | 69.5%+27.2pp |
| Annual return | 26.41% | 42.10%-15.7pp | 109.41%-83.0pp | 81.00%-54.6pp |
| Employer contribution / active EE | $2,638 | $2,594+1.7% | $3,653-27.8% | $2,440+8.1% |
| Participant deferral / active EE | $9,096 | $3,128+190.8% | $4,236+114.7% | $3,607+152.2% |
| Admin fee / account holder | $4,740 | $4,251+11.5% | $5,794-18.2% | $5,124-7.5% |