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 | $106,634 | $125,758-15.2% | $169,993-37.3% | $75,163+41.9% |
| Participation rate | 89.7% | 83.6%+6.1pp | 87.0%+2.7pp | 67.2%+22.5pp |
| Annual return | 15.70% | 27.20%-11.5pp | 53.37%-37.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $6,880 | $4,615+49.1% | $6,785+1.4% | $2,670+157.7% |
| Participant deferral / active EE | $8,239 | $6,837+20.5% | $10,408-20.8% | $4,125+99.7% |
| Admin fee / account holder | $13,747 | $8,173+68.2% | $12,815+7.3% | $5,651+143.3% |