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 | $126,469 | $109,413+15.6% | $156,263-19.1% | $84,808+49.1% |
| Participation rate | 92.5% | 72.7%+19.8pp | 78.9%+13.6pp | 68.3%+24.2pp |
| Annual return | 14.63% | 20.18%-5.6pp | 59.47%-44.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,480 | $2,907-14.7% | $4,333-42.8% | $2,631-5.7% |
| Participant deferral / active EE | $3,946 | $4,590-14.0% | $6,158-35.9% | $4,212-6.3% |
| Admin fee / account holder | $4,048 | $9,357-56.7% | $14,255-71.6% | $7,344-44.9% |