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 | $102,494 | $76,552+33.9% | $123,892-17.3% | $62,891+63.0% |
| Participation rate | 97.2% | 73.0%+24.2pp | 81.4%+15.8pp | 69.3%+27.9pp |
| Annual return | 17.49% | 18.68%-1.2pp | 47.52%-30.0pp | 20.14%-2.6pp |
| Employer contribution / active EE | $2,715 | $2,883-5.8% | $4,617-41.2% | $2,281+19.0% |
| Participant deferral / active EE | $7,122 | $4,840+47.2% | $5,984+19.0% | $3,203+122.4% |
| Admin fee / account holder | $1,647 | $4,826-65.9% | $8,357-80.3% | $4,296-61.7% |