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 | $104,286 | $53,822+93.8% | $75,696+37.8% | $85,850+21.5% |
| Participation rate | 91.8% | 69.1%+22.7pp | 74.8%+16.9pp | 69.3%+22.4pp |
| Annual return | 14.67% | 24.54%-9.9pp | 104.53%-89.9pp | 318.53%-303.9pp |
| Employer contribution / active EE | $2,070 | $2,017+2.6% | $2,743-24.5% | $2,565-19.3% |
| Participant deferral / active EE | $4,470 | $2,895+54.4% | $3,821+17.0% | $3,952+13.1% |
| Admin fee / account holder | $1,786 | $3,343-46.6% | $3,619-50.6% | $6,260-71.5% |