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 | $119,222 | $93,571+27.4% | $135,903-12.3% | $75,163+58.6% |
| Participation rate | 97.6% | 75.2%+22.4pp | 81.9%+15.7pp | 67.2%+30.4pp |
| Annual return | 20.64% | 30.90%-10.3pp | 68.23%-47.6pp | 160.62%-140.0pp |
| Employer contribution / active EE | $3,391 | $3,537-4.1% | $4,856-30.2% | $2,670+27.0% |
| Participant deferral / active EE | $13,882 | $6,404+116.8% | $7,758+78.9% | $4,125+236.5% |
| Admin fee / account holder | $2,260 | $6,975-67.6% | $10,762-79.0% | $5,651-60.0% |