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 | $103,362 | $123,793-16.5% | $177,821-41.9% | $79,858+29.4% |
| Participation rate | 96.3% | 84.7%+11.6pp | 87.7%+8.5pp | 69.6%+26.6pp |
| Annual return | 36.01% | 22.82%+13.2pp | 48.32%-12.3pp | 31.71%+4.3pp |
| Employer contribution / active EE | $2,332 | $4,095-43.1% | $5,918-60.6% | $2,471-5.6% |
| Participant deferral / active EE | $6,650 | $5,956+11.6% | $7,714-13.8% | $3,740+77.8% |
| Admin fee / account holder | $2,983 | $7,243-58.8% | $12,427-76.0% | $5,306-43.8% |