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 | $101,830 | $58,512+74.0% | $84,015+21.2% | $72,985+39.5% |
| Participation rate | 97.2% | 61.2%+36.0pp | 69.0%+28.2pp | 69.5%+27.7pp |
| Annual return | 16.97% | 28.93%-12.0pp | 71.31%-54.3pp | 81.00%-64.0pp |
| Employer contribution / active EE | $1,443 | $1,163+24.0% | $1,983-27.3% | $2,440-40.9% |
| Participant deferral / active EE | $3,823 | $2,394+59.7% | $3,239+18.1% | $3,607+6.0% |
| Admin fee / account holder | $10,508 | $4,569+130.0% | $6,101+72.2% | $5,124+105.1% |