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 | $116,295 | $109,359+6.3% | $162,163-28.3% | $72,985+59.3% |
| Participation rate | 94.3% | 84.3%+10.0pp | 87.6%+6.7pp | 69.5%+24.8pp |
| Annual return | 24.59% | 25.46%-0.9pp | 115.59%-91.0pp | 81.00%-56.4pp |
| Employer contribution / active EE | $1,917 | $3,907-50.9% | $5,614-65.9% | $2,440-21.4% |
| Participant deferral / active EE | $4,141 | $5,481-24.4% | $7,298-43.3% | $3,607+14.8% |
| Admin fee / account holder | $2,876 | $7,972-63.9% | $10,843-73.5% | $5,124-43.9% |