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 | $98,979 | $79,944+23.8% | $98,439+0.5% | $75,163+31.7% |
| Participation rate | 85.5% | 70.4%+15.1pp | 75.2%+10.3pp | 67.2%+18.3pp |
| Annual return | 17.99% | 19.75%-1.8pp | 21.16%-3.2pp | 160.62%-142.6pp |
| Employer contribution / active EE | $2,865 | $2,264+26.5% | $3,048-6.0% | $2,670+7.3% |
| Participant deferral / active EE | $6,161 | $3,752+64.2% | $4,738+30.0% | $4,125+49.4% |
| Admin fee / account holder | $1,791 | $6,840-73.8% | $8,948-80.0% | $5,651-68.3% |