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 | $106,624 | $77,660+37.3% | $109,143-2.3% | $79,386+34.3% |
| Participation rate | 94.1% | 67.8%+26.3pp | 75.9%+18.2pp | 70.7%+23.4pp |
| Annual return | 16.27% | 23.44%-7.2pp | 25.75%-9.5pp | 116.85%-100.6pp |
| Employer contribution / active EE | $3,362 | $2,797+20.2% | $3,722-9.7% | $2,427+38.5% |
| Participant deferral / active EE | $5,370 | $3,518+52.7% | $4,653+15.4% | $4,046+32.7% |
| Admin fee / account holder | $5,030 | $732+587.0% | $6,752-25.5% | $626+703.0% |