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 | $100,673 | $118,450-15.0% | $98,439+2.3% | $139,434-27.8% |
| Participation rate | 93.3% | 77.4%+15.9pp | 75.2%+18.2pp | 80.3%+13.0pp |
| Annual return | 18.89% | 18.94%0pp | 21.16%-2.3pp | 372.94%-354.1pp |
| Employer contribution / active EE | $2,134 | $3,609-40.9% | $3,048-30.0% | $4,751-55.1% |
| Participant deferral / active EE | $6,220 | $5,392+15.4% | $4,738+31.3% | $6,710-7.3% |
| Admin fee / account holder | $9,364 | $14,026-33.2% | $8,948+4.6% | $11,403-17.9% |