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 | $103,293 | $71,829+43.8% | $69,780+48.0% | $142,382-27.5% |
| Participation rate | 94.7% | 81.6%+13.2pp | 79.3%+15.4pp | 80.1%+14.6pp |
| Annual return | 15.20% | 31.01%-15.8pp | 26.31%-11.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $619 | $4,385-85.9% | $4,168-85.1% | $4,299-85.6% |
| Participant deferral / active EE | $3,464 | $6,819-49.2% | $6,164-43.8% | $6,507-46.8% |
| Admin fee / account holder | $9,129 | $7,818+16.8% | $7,285+25.3% | $12,624-27.7% |