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 | $105,083 | $80,968+29.8% | $96,544+8.8% | $75,163+39.8% |
| Participation rate | 78.0% | 71.8%+6.3pp | 76.0%+2.1pp | 67.2%+10.9pp |
| Annual return | 13.80% | 27.06%-13.3pp | 25.84%-12.0pp | 160.62%-146.8pp |
| Employer contribution / active EE | $1,612 | $2,282-29.3% | $2,965-45.6% | $2,670-39.6% |
| Participant deferral / active EE | $6,140 | $3,928+56.3% | $4,851+26.6% | $4,125+48.8% |
| Admin fee / account holder | $20,655 | $6,724+207.2% | $8,252+150.3% | $5,651+265.5% |