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 | $101,223 | $101,724-0.5% | $164,813-38.6% | $80,856+25.2% |
| Participation rate | 88.4% | 71.8%+16.5pp | 78.6%+9.8pp | 67.6%+20.7pp |
| Annual return | 11.31% | 16.72%-5.4pp | 69.93%-58.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $4,454 | $2,953+50.8% | $4,341+2.6% | $2,755+61.7% |
| Participant deferral / active EE | $5,913 | $4,477+32.1% | $6,031-2.0% | $4,296+37.7% |
| Admin fee / account holder | $2,731 | $8,227-66.8% | $12,690-78.5% | $6,918-60.5% |