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 | $96,912 | $91,190+6.3% | $178,490-45.7% | $79,858+21.4% |
| Participation rate | 85.2% | 69.2%+16.0pp | 81.9%+3.3pp | 69.6%+15.6pp |
| Annual return | 13.74% | 24.19%-10.5pp | 151.07%-137.3pp | 31.71%-18.0pp |
| Employer contribution / active EE | $3,882 | $3,256+19.2% | $5,011-22.5% | $2,471+57.1% |
| Participant deferral / active EE | $2,639 | $3,236-18.5% | $5,202-49.3% | $3,740-29.4% |
| Admin fee / account holder | $2,110 | $6,751-68.7% | $13,984-84.9% | $5,306-60.2% |