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 | $100,523 | $78,705+27.7% | $117,854-14.7% | $70,131+43.3% |
| Participation rate | 94.1% | 73.2%+20.9pp | 79.7%+14.5pp | 69.5%+24.6pp |
| Annual return | 16.37% | 23.30%-6.9pp | 335.08%-318.7pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,605 | $2,223-27.8% | $3,786-57.6% | $2,342-31.5% |
| Participant deferral / active EE | $5,615 | $3,297+70.3% | $4,482+25.3% | $3,332+68.5% |
| Admin fee / account holder | $1,462 | $5,065-71.1% | $8,020-81.8% | $4,645-68.5% |