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 | $116,559 | $109,413+6.5% | $156,263-25.4% | $84,808+37.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 18.14% | 20.18%-2.0pp | 59.47%-41.3pp | 40.90%-22.8pp |
| Employer contribution / active EE | $985 | $2,907-66.1% | $4,333-77.3% | $2,631-62.6% |
| Participant deferral / active EE | $7,348 | $4,590+60.1% | $6,158+19.3% | $4,212+74.5% |
| Admin fee / account holder | $7,737 | $9,357-17.3% | $14,255-45.7% | $7,344+5.4% |