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 | $101,218 | $81,460+24.3% | $103,333-2.0% | $80,856+25.2% |
| Participation rate | 93.5% | 66.8%+26.7pp | 74.5%+19.0pp | 67.6%+25.9pp |
| Annual return | 10.71% | 25.55%-14.8pp | 24.88%-14.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $8,481 | $3,105+173.1% | $3,868+119.3% | $2,755+207.9% |
| Participant deferral / active EE | $4,888 | $3,869+26.4% | $5,057-3.3% | $4,296+13.8% |
| Admin fee / account holder | $6,042 | $6,566-8.0% | $8,355-27.7% | $6,918-12.7% |