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 | $106,812 | $101,724+5.0% | $164,813-35.2% | $80,856+32.1% |
| Participation rate | 77.2% | 71.8%+5.4pp | 78.6%-1.4pp | 67.6%+9.6pp |
| Annual return | 13.83% | 16.72%-2.9pp | 69.93%-56.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,144 | $2,953-61.3% | $4,341-73.7% | $2,755-58.5% |
| Participant deferral / active EE | $3,131 | $4,477-30.1% | $6,031-48.1% | $4,296-27.1% |
| Admin fee / account holder | $4,830 | $8,227-41.3% | $12,690-61.9% | $6,918-30.2% |