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 | $118,695 | $109,359+8.5% | $162,163-26.8% | $72,985+62.6% |
| Participation rate | 89.0% | 84.3%+4.8pp | 87.6%+1.5pp | 69.5%+19.5pp |
| Annual return | 21.48% | 25.46%-4.0pp | 115.59%-94.1pp | 81.00%-59.5pp |
| Employer contribution / active EE | $2,280 | $3,907-41.6% | $5,614-59.4% | $2,440-6.6% |
| Participant deferral / active EE | $5,945 | $5,481+8.5% | $7,298-18.5% | $3,607+64.8% |
| Admin fee / account holder | $3,075 | $7,972-61.4% | $10,843-71.6% | $5,124-40.0% |