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 | $104,163 | $98,750+5.5% | $149,696-30.4% | $79,858+30.4% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.5%+11.4pp | 69.6%+24.2pp |
| Annual return | 14.50% | 27.43%-12.9pp | 276.60%-262.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $2,703 | $3,216-16.0% | $4,644-41.8% | $2,471+9.4% |
| Participant deferral / active EE | $5,295 | $5,680-6.8% | $6,842-22.6% | $3,740+41.6% |
| Admin fee / account holder | $8,815 | $6,053+45.6% | $9,309-5.3% | $5,306+66.1% |