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 | $103,841 | $94,031+10.4% | $115,768-10.3% | $82,448+25.9% |
| Participation rate | 78.8% | 70.4%+8.4pp | 74.4%+4.5pp | 68.1%+10.8pp |
| Annual return | 16.18% | 20.61%-4.4pp | 100.46%-84.3pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,403 | $2,323-39.6% | $2,940-52.3% | $2,551-45.0% |
| Participant deferral / active EE | $2,970 | $3,972-25.2% | $4,917-39.6% | $4,139-28.2% |
| Admin fee / account holder | $3,864 | $10,249-62.3% | $12,439-68.9% | $7,234-46.6% |