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 | $114,050 | $102,605+11.2% | $145,661-21.7% | $84,808+34.5% |
| Participation rate | 95.7% | 74.3%+21.4pp | 77.2%+18.4pp | 68.3%+27.3pp |
| Annual return | 15.39% | 26.50%-11.1pp | 101.46%-86.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $6,455 | $3,325+94.2% | $4,238+52.3% | $2,631+145.4% |
| Participant deferral / active EE | $1,925 | $5,750-66.5% | $7,198-73.3% | $4,212-54.3% |
| Admin fee / account holder | $4,393 | $8,758-49.8% | $12,466-64.8% | $7,344-40.2% |