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 | $130,904 | $106,749+22.6% | $145,433-10.0% | $82,448+58.8% |
| Participation rate | 91.7% | 75.6%+16.0pp | 82.1%+9.5pp | 68.1%+23.6pp |
| Annual return | 23.55% | 27.59%-4.0pp | 66.58%-43.0pp | 41.64%-18.1pp |
| Employer contribution / active EE | $3,115 | $3,444-9.6% | $4,554-31.6% | $2,551+22.1% |
| Participant deferral / active EE | $9,069 | $6,519+39.1% | $7,897+14.8% | $4,139+119.1% |
| Admin fee / account holder | $585 | $8,390-93.0% | $13,129-95.5% | $7,234-91.9% |