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 | $116,068 | $109,881+5.6% | $150,045-22.6% | $84,808+36.9% |
| Participation rate | 92.3% | 76.1%+16.2pp | 82.3%+10.0pp | 68.3%+24.0pp |
| Annual return | 17.75% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,015 | $3,561-43.4% | $4,693-57.1% | $2,631-23.4% |
| Participant deferral / active EE | $7,239 | $6,636+9.1% | $7,997-9.5% | $4,212+71.9% |
| Admin fee / account holder | $1,624 | $8,568-81.0% | $13,435-87.9% | $7,344-77.9% |