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 | $107,106 | $103,376+3.6% | $87,100+23.0% | $152,861-29.9% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.9%+13.1pp | 82.4%+7.6pp |
| Annual return | 14.09% | 28.10%-14.0pp | 28.19%-14.1pp | 345.32%-331.2pp |
| Employer contribution / active EE | $2,073 | $3,220-35.6% | $2,521-17.8% | $4,762-56.5% |
| Participant deferral / active EE | $4,585 | $4,778-4.0% | $4,049+13.2% | $5,850-21.6% |
| Admin fee / account holder | $3,792 | $12,205-68.9% | $7,497-49.4% | $11,596-67.3% |