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 | $103,635 | $85,766+20.8% | $136,294-24.0% | $70,131+47.8% |
| Participation rate | 91.9% | 74.2%+17.7pp | 81.9%+10.0pp | 69.5%+22.4pp |
| Annual return | 18.23% | 31.45%-13.2pp | 5155.94%-5137.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $2,024 | $2,966-31.8% | $4,695-56.9% | $2,342-13.6% |
| Participant deferral / active EE | $5,525 | $5,051+9.4% | $6,247-11.6% | $3,332+65.8% |
| Admin fee / account holder | $6,113 | $5,420+12.8% | $9,243-33.9% | $4,645+31.6% |