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 | $108,320 | $101,724+6.5% | $164,813-34.3% | $80,856+34.0% |
| Participation rate | 94.8% | 71.8%+23.0pp | 78.6%+16.2pp | 67.6%+27.2pp |
| Annual return | 12.43% | 16.72%-4.3pp | 69.93%-57.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,504 | $2,953-49.1% | $4,341-65.4% | $2,755-45.4% |
| Participant deferral / active EE | $3,089 | $4,477-31.0% | $6,031-48.8% | $4,296-28.1% |
| Admin fee / account holder | $11,820 | $8,227+43.7% | $12,690-6.9% | $6,918+70.9% |