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 | $103,468 | $146,267-29.3% | $197,124-47.5% | $82,448+25.5% |
| Participation rate | 97.3% | 84.0%+13.3pp | 86.7%+10.6pp | 68.1%+29.2pp |
| Annual return | 18.63% | 29.61%-11.0pp | 44.34%-25.7pp | 41.64%-23.0pp |
| Employer contribution / active EE | $2,394 | $4,723-49.3% | $6,227-61.6% | $2,551-6.2% |
| Participant deferral / active EE | $4,175 | $7,035-40.6% | $9,135-54.3% | $4,139+0.9% |
| Admin fee / account holder | $3,226 | $14,422-77.6% | $16,298-80.2% | $7,234-55.4% |