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 | $120,273 | $125,758-4.4% | $169,993-29.2% | $75,163+60.0% |
| Participation rate | 98.0% | 83.6%+14.4pp | 87.0%+11.0pp | 67.2%+30.8pp |
| Annual return | 15.73% | 27.20%-11.5pp | 53.37%-37.6pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,454 | $4,615-46.8% | $6,785-63.8% | $2,670-8.1% |
| Participant deferral / active EE | $3,160 | $6,837-53.8% | $10,408-69.6% | $4,125-23.4% |
| Admin fee / account holder | $10,616 | $8,173+29.9% | $12,815-17.2% | $5,651+87.9% |