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 | $101,065 | $80,717+25.2% | $154,803-34.7% | $84,808+19.2% |
| Participation rate | 97.7% | 66.8%+30.9pp | 78.1%+19.7pp | 68.3%+29.4pp |
| Annual return | 13.54% | 37.96%-24.4pp | 58.88%-45.3pp | 40.90%-27.4pp |
| Employer contribution / active EE | $3,339 | $2,761+20.9% | $4,305-22.5% | $2,631+26.9% |
| Participant deferral / active EE | $7,547 | $3,303+128.5% | $5,540+36.2% | $4,212+79.2% |
| Admin fee / account holder | $5,120 | $6,746-24.1% | $14,329-64.3% | $7,344-30.3% |