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 | $119,101 | $109,881+8.4% | $150,045-20.6% | $84,808+40.4% |
| Participation rate | 90.7% | 76.1%+14.7pp | 82.3%+8.4pp | 68.3%+22.4pp |
| Annual return | 17.65% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $3,545 | $3,561-0.5% | $4,693-24.5% | $2,631+34.7% |
| Participant deferral / active EE | $8,559 | $6,636+29.0% | $7,997+7.0% | $4,212+103.2% |
| Admin fee / account holder | $4,949 | $8,568-42.2% | $13,435-63.2% | $7,344-32.6% |