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 | $99,259 | $89,355+11.1% | $141,162-29.7% | $72,985+36.0% |
| Participation rate | 94.0% | 75.1%+18.9pp | 82.5%+11.6pp | 69.5%+24.5pp |
| Annual return | 22.34% | 111.85%-89.5pp | 71.39%-49.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,727 | $3,114-44.5% | $4,735-63.5% | $2,440-29.2% |
| Participant deferral / active EE | $4,945 | $5,418-8.7% | $6,709-26.3% | $3,607+37.1% |
| Admin fee / account holder | $7,207 | $5,958+21.0% | $10,261-29.8% | $5,124+40.6% |