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 | $105,658 | $95,803+10.3% | $113,168-6.6% | $84,808+24.6% |
| Participation rate | 87.0% | 72.9%+14.1pp | 76.6%+10.4pp | 68.3%+18.6pp |
| Annual return | 17.79% | 25.00%-7.2pp | 24.27%-6.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $3,027 | $2,360+28.3% | $2,975+1.7% | $2,631+15.1% |
| Participant deferral / active EE | $5,508 | $4,242+29.8% | $5,107+7.8% | $4,212+30.8% |
| Admin fee / account holder | $2,751 | $8,989-69.4% | $12,068-77.2% | $7,344-62.5% |