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 8-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 | $110,065 | $138,385-20.5% | $184,200-40.2% | $80,874+36.1% |
| Participation rate | 97.2% | 83.9%+13.4pp | 86.8%+10.4pp | 67.6%+29.6pp |
| Annual return | 17.93% | 20.02%-2.1pp | 28.80%-10.9pp | 35.62%-17.7pp |
| Employer contribution / active EE | $6,718 | $4,849+38.5% | $6,424+4.6% | $2,756+143.8% |
| Participant deferral / active EE | $8,114 | $7,073+14.7% | $9,132-11.1% | $4,297+88.8% |
| Admin fee / account holder | $648 | $10,483-93.8% | $13,907-95.3% | $6,935-90.7% |