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 | $103,046 | $106,749-3.5% | $145,433-29.1% | $82,448+25.0% |
| Participation rate | 85.0% | 75.6%+9.4pp | 82.1%+2.9pp | 68.1%+16.9pp |
| Annual return | 15.25% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,652 | $3,444-23.0% | $4,554-41.8% | $2,551+4.0% |
| Participant deferral / active EE | $9,324 | $6,519+43.0% | $7,897+18.1% | $4,139+125.3% |
| Admin fee / account holder | $967 | $8,390-88.5% | $13,129-92.6% | $7,234-86.6% |