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 | $100,506 | $101,724-1.2% | $164,813-39.0% | $80,856+24.3% |
| Participation rate | 90.9% | 71.8%+19.1pp | 78.6%+12.3pp | 67.6%+23.3pp |
| Annual return | 11.33% | 16.72%-5.4pp | 69.93%-58.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $4,904 | $2,953+66.1% | $4,341+13.0% | $2,755+78.0% |
| Participant deferral / active EE | $6,952 | $4,477+55.3% | $6,031+15.3% | $4,296+61.8% |
| Admin fee / account holder | $4,715 | $8,227-42.7% | $12,690-62.8% | $6,918-31.8% |