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 | $102,404 | $146,267-30.0% | $197,124-48.1% | $82,448+24.2% |
| Participation rate | 93.8% | 84.0%+9.7pp | 86.7%+7.0pp | 68.1%+25.7pp |
| Annual return | 18.17% | 29.61%-11.4pp | 44.34%-26.2pp | 41.64%-23.5pp |
| Employer contribution / active EE | $4,558 | $4,723-3.5% | $6,227-26.8% | $2,551+78.7% |
| Participant deferral / active EE | $9,616 | $7,035+36.7% | $9,135+5.3% | $4,139+132.3% |
| Admin fee / account holder | $16,868 | $14,422+17.0% | $16,298+3.5% | $7,234+133.2% |