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 | $97,502 | $89,698+8.7% | $103,476-5.8% | $80,856+20.6% |
| Participation rate | 87.5% | 76.0%+11.5pp | 80.5%+7.0pp | 67.6%+19.9pp |
| Annual return | 15.17% | 22.78%-7.6pp | 23.90%-8.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $7,300 | $4,018+81.7% | $4,672+56.2% | $2,755+165.0% |
| Participant deferral / active EE | $4,057 | $5,456-25.6% | $6,623-38.7% | $4,296-5.6% |
| Admin fee / account holder | $1,364 | $6,768-79.8% | $9,413-85.5% | $6,918-80.3% |