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 | $116,513 | $101,724+14.5% | $164,813-29.3% | $80,856+44.1% |
| Participation rate | 96.3% | 71.8%+24.4pp | 78.6%+17.6pp | 67.6%+28.6pp |
| Annual return | 14.49% | 16.72%-2.2pp | 69.93%-55.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,873 | $2,953-36.6% | $4,341-56.8% | $2,755-32.0% |
| Participant deferral / active EE | $5,054 | $4,477+12.9% | $6,031-16.2% | $4,296+17.7% |
| Admin fee / account holder | $7,917 | $8,227-3.8% | $12,690-37.6% | $6,918+14.4% |