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 | $109,164 | $93,571+16.7% | $135,903-19.7% | $75,163+45.2% |
| Participation rate | 91.5% | 75.2%+16.3pp | 81.9%+9.6pp | 67.2%+24.3pp |
| Annual return | 21.64% | 30.90%-9.3pp | 68.23%-46.6pp | 160.62%-139.0pp |
| Employer contribution / active EE | $3,848 | $3,537+8.8% | $4,856-20.8% | $2,670+44.1% |
| Participant deferral / active EE | $5,054 | $6,404-21.1% | $7,758-34.9% | $4,125+22.5% |
| Admin fee / account holder | $3,407 | $6,975-51.2% | $10,762-68.3% | $5,651-39.7% |