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 | $109,935 | $87,733+25.3% | $106,548+3.2% | $85,850+28.1% |
| Participation rate | 90.1% | 71.9%+18.2pp | 76.1%+14.0pp | 69.3%+20.8pp |
| Annual return | 15.27% | 21.86%-6.6pp | 26.80%-11.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $4,094 | $2,073+97.5% | $2,819+45.2% | $2,565+59.6% |
| Participant deferral / active EE | $10,297 | $3,469+196.8% | $4,398+134.1% | $3,952+160.6% |
| Admin fee / account holder | $8,846 | $6,767+30.7% | $7,407+19.4% | $6,260+41.3% |