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 | $102,677 | $118,450-13.3% | $98,439+4.3% | $139,434-26.4% |
| Participation rate | 94.7% | 77.4%+17.3pp | 75.2%+19.6pp | 80.3%+14.4pp |
| Annual return | 17.74% | 18.94%-1.2pp | 21.16%-3.4pp | 372.94%-355.2pp |
| Employer contribution / active EE | $7,614 | $3,609+110.9% | $3,048+149.8% | $4,751+60.3% |
| Participant deferral / active EE | $22,841 | $5,392+323.6% | $4,738+382.1% | $6,710+240.4% |
| Admin fee / account holder | $20,986 | $14,026+49.6% | $8,948+134.5% | $11,403+84.0% |