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 | $108,819 | $80,968+34.4% | $96,544+12.7% | $75,163+44.8% |
| Participation rate | 92.3% | 71.8%+20.5pp | 76.0%+16.3pp | 67.2%+25.1pp |
| Annual return | 20.76% | 27.06%-6.3pp | 25.84%-5.1pp | 160.62%-139.9pp |
| Employer contribution / active EE | $3,979 | $2,282+74.4% | $2,965+34.2% | $2,670+49.0% |
| Participant deferral / active EE | $4,622 | $3,928+17.7% | $4,851-4.7% | $4,125+12.0% |
| Admin fee / account holder | $1,850 | $6,724-72.5% | $8,252-77.6% | $5,651-67.3% |