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 | $102,106 | $94,625+7.9% | $116,228-12.2% | $84,808+20.4% |
| Participation rate | 90.0% | 70.4%+19.6pp | 74.6%+15.4pp | 68.3%+21.7pp |
| Annual return | 13.78% | 20.40%-6.6pp | 90.06%-76.3pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,952 | $2,347-16.8% | $2,994-34.8% | $2,631-25.8% |
| Participant deferral / active EE | $2,441 | $3,972-38.5% | $4,953-50.7% | $4,212-42.0% |
| Admin fee / account holder | $4,054 | $10,091-59.8% | $11,989-66.2% | $7,344-44.8% |