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 | $71,660 | $60,022+19.4% | $88,946-19.4% | $84,808-15.5% |
| Participation rate | 84.6% | 57.8%+26.8pp | 68.8%+15.8pp | 68.3%+16.3pp |
| Annual return | 19.99% | 22.43%-2.4pp | 57.82%-37.8pp | 40.90%-20.9pp |
| Employer contribution / active EE | $3,260 | $1,703+91.5% | $2,555+27.6% | $2,631+23.9% |
| Participant deferral / active EE | $5,594 | $3,114+79.7% | $4,581+22.1% | $4,212+32.8% |
| Admin fee / account holder | $4,929 | $4,811+2.4% | $8,261-40.3% | $7,344-32.9% |