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 | $106,149 | $109,881-3.4% | $150,045-29.3% | $84,808+25.2% |
| Participation rate | 87.2% | 76.1%+11.1pp | 82.3%+4.9pp | 68.3%+18.9pp |
| Annual return | 19.03% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $3,862 | $3,561+8.5% | $4,693-17.7% | $2,631+46.8% |
| Participant deferral / active EE | $8,566 | $6,636+29.1% | $7,997+7.1% | $4,212+103.4% |
| Admin fee / account holder | $341 | $8,568-96.0% | $13,435-97.5% | $7,344-95.4% |