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 | $95,814 | $87,013+10.1% | $106,213-9.8% | $80,856+18.5% |
| Participation rate | 97.5% | 70.4%+27.1pp | 75.3%+22.2pp | 67.6%+29.9pp |
| Annual return | 12.75% | 17.05%-4.3pp | 116.14%-103.4pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,493 | $2,395+4.1% | $3,171-21.4% | $2,755-9.5% |
| Participant deferral / active EE | $6,161 | $3,986+54.6% | $5,016+22.8% | $4,296+43.4% |
| Admin fee / account holder | $9,642 | $8,431+14.4% | $11,033-12.6% | $6,918+39.4% |