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 | $101,928 | $109,359-6.8% | $162,163-37.1% | $72,985+39.7% |
| Participation rate | 96.3% | 84.3%+12.0pp | 87.6%+8.7pp | 69.5%+26.8pp |
| Annual return | 23.95% | 25.46%-1.5pp | 115.59%-91.6pp | 81.00%-57.0pp |
| Employer contribution / active EE | $2,454 | $3,907-37.2% | $5,614-56.3% | $2,440+0.6% |
| Participant deferral / active EE | $7,929 | $5,481+44.7% | $7,298+8.6% | $3,607+119.8% |
| Admin fee / account holder | $2,199 | $7,972-72.4% | $10,843-79.7% | $5,124-57.1% |