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 | $97,517 | $80,968+20.4% | $96,544+1.0% | $75,163+29.7% |
| Participation rate | 87.0% | 71.8%+15.2pp | 76.0%+11.1pp | 67.2%+19.8pp |
| Annual return | 18.39% | 27.06%-8.7pp | 25.84%-7.4pp | 160.62%-142.2pp |
| Employer contribution / active EE | $1,993 | $2,282-12.7% | $2,965-32.8% | $2,670-25.4% |
| Participant deferral / active EE | $6,365 | $3,928+62.0% | $4,851+31.2% | $4,125+54.3% |
| Admin fee / account holder | $19,295 | $6,724+186.9% | $8,252+133.8% | $5,651+241.4% |