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 | $106,326 | $93,571+13.6% | $135,903-21.8% | $75,163+41.5% |
| Participation rate | 98.5% | 75.2%+23.3pp | 81.9%+16.6pp | 67.2%+31.3pp |
| Annual return | 15.32% | 30.90%-15.6pp | 68.23%-52.9pp | 160.62%-145.3pp |
| Employer contribution / active EE | $3,691 | $3,537+4.4% | $4,856-24.0% | $2,670+38.2% |
| Participant deferral / active EE | $6,615 | $6,404+3.3% | $7,758-14.7% | $4,125+60.3% |
| Admin fee / account holder | $15,523 | $6,975+122.5% | $10,762+44.2% | $5,651+174.7% |