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 | $98,291 | $72,277+36.0% | $101,248-2.9% | $79,858+23.1% |
| Participation rate | 81.3% | 68.5%+12.9pp | 75.8%+5.5pp | 69.6%+11.7pp |
| Annual return | 12.58% | 22.30%-9.7pp | 46.47%-33.9pp | 31.71%-19.1pp |
| Employer contribution / active EE | $3,846 | $2,692+42.9% | $3,660+5.1% | $2,471+55.7% |
| Participant deferral / active EE | $4,032 | $3,282+22.9% | $4,370-7.7% | $3,740+7.8% |
| Admin fee / account holder | $2,596 | $4,400-41.0% | $5,945-56.3% | $5,306-51.1% |