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 | $105,755 | $84,233+25.6% | $170,442-38.0% | $70,131+50.8% |
| Participation rate | 75.0% | 70.8%+4.2pp | 83.6%-8.6pp | 69.5%+5.5pp |
| Annual return | 15.37% | 23.06%-7.7pp | 205.93%-190.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $2,219 | $3,387-34.5% | $5,433-59.2% | $2,342-5.3% |
| Participant deferral / active EE | $5,320 | $3,086+72.4% | $4,939+7.7% | $3,332+59.7% |
| Admin fee / account holder | $4,634 | $5,698-18.7% | $13,880-66.6% | $4,645-0.2% |