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 | $106,632 | $86,944+22.6% | $107,525-0.8% | $74,304+43.5% |
| Participation rate | 87.6% | 59.6%+28.1pp | 75.1%+12.5pp | 60.3%+27.3pp |
| Annual return | 16.64% | 23.52%-6.9pp | 181.32%-164.7pp | 29.43%-12.8pp |
| Employer contribution / active EE | $3,898 | $2,757+41.4% | $3,754+3.8% | $2,241+73.9% |
| Participant deferral / active EE | $3,749 | $3,554+5.5% | $5,116-26.7% | $3,767-0.5% |
| Admin fee / account holder | $5,406 | $3,727+45.1% | $8,919-39.4% | $2,969+82.1% |