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 | $94,031+8.6% | $115,768-11.8% | $82,448+23.8% |
| Participation rate | 90.0% | 70.4%+19.6pp | 74.4%+15.6pp | 68.1%+21.9pp |
| Annual return | 13.78% | 20.61%-6.8pp | 100.46%-86.7pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,952 | $2,323-16.0% | $2,940-33.6% | $2,551-23.5% |
| Participant deferral / active EE | $2,441 | $3,972-38.5% | $4,917-50.4% | $4,139-41.0% |
| Admin fee / account holder | $4,054 | $10,249-60.4% | $12,439-67.4% | $7,234-44.0% |