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 | $106,292 | $106,749-0.4% | $145,433-26.9% | $82,448+28.9% |
| Participation rate | 94.4% | 75.6%+18.8pp | 82.1%+12.3pp | 68.1%+26.4pp |
| Annual return | 21.95% | 27.59%-5.6pp | 66.58%-44.6pp | 41.64%-19.7pp |
| Employer contribution / active EE | $9,292 | $3,444+169.8% | $4,554+104.0% | $2,551+264.3% |
| Participant deferral / active EE | $13,408 | $6,519+105.7% | $7,897+69.8% | $4,139+223.9% |
| Admin fee / account holder | $13,956 | $8,390+66.3% | $13,129+6.3% | $7,234+92.9% |