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 | $132,789 | $106,749+24.4% | $145,433-8.7% | $82,448+61.1% |
| Participation rate | 97.3% | 75.6%+21.6pp | 82.1%+15.2pp | 68.1%+29.2pp |
| Annual return | 14.83% | 27.59%-12.8pp | 66.58%-51.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,561 | $3,444-25.6% | $4,554-43.8% | $2,551+0.4% |
| Participant deferral / active EE | $7,015 | $6,519+7.6% | $7,897-11.2% | $4,139+69.5% |
| Admin fee / account holder | $19,045 | $8,390+127.0% | $13,129+45.1% | $7,234+163.3% |