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 | $102,591 | $109,359-6.2% | $162,163-36.7% | $72,985+40.6% |
| Participation rate | 90.9% | 84.3%+6.7pp | 87.6%+3.4pp | 69.5%+21.4pp |
| Annual return | 21.04% | 25.46%-4.4pp | 115.59%-94.6pp | 81.00%-60.0pp |
| Employer contribution / active EE | $8,270 | $3,907+111.7% | $5,614+47.3% | $2,440+239.0% |
| Participant deferral / active EE | $3,074 | $5,481-43.9% | $7,298-57.9% | $3,607-14.8% |
| Admin fee / account holder | $2,542 | $7,972-68.1% | $10,843-76.6% | $5,124-50.4% |