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 | $111,591 | $148,978-25.1% | $200,582-44.4% | $84,808+31.6% |
| Participation rate | 97.7% | 84.2%+13.5pp | 86.9%+10.8pp | 68.3%+29.4pp |
| Annual return | 18.17% | 28.16%-10.0pp | 42.33%-24.2pp | 40.90%-22.7pp |
| Employer contribution / active EE | $3,660 | $4,815-24.0% | $6,419-43.0% | $2,631+39.1% |
| Participant deferral / active EE | $5,239 | $7,142-26.6% | $9,331-43.9% | $4,212+24.4% |
| Admin fee / account holder | $2,147 | $13,977-84.6% | $16,305-86.8% | $7,344-70.8% |