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 | $100,286 | $76,367+31.3% | $93,606+7.1% | $72,985+37.4% |
| Participation rate | 97.4% | 71.7%+25.7pp | 75.8%+21.6pp | 69.5%+27.9pp |
| Annual return | 24.04% | 25.82%-1.8pp | 32.76%-8.7pp | 81.00%-57.0pp |
| Employer contribution / active EE | $3,100 | $2,275+36.3% | $2,718+14.1% | $2,440+27.1% |
| Participant deferral / active EE | $2,562 | $3,538-27.6% | $4,069-37.0% | $3,607-29.0% |
| Admin fee / account holder | $19,571 | $6,838+186.2% | $7,888+148.1% | $5,124+281.9% |