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 | $108,593 | $109,359-0.7% | $162,163-33.0% | $72,985+48.8% |
| Participation rate | 98.4% | 84.3%+14.1pp | 87.6%+10.8pp | 69.5%+28.9pp |
| Annual return | 21.58% | 25.46%-3.9pp | 115.59%-94.0pp | 81.00%-59.4pp |
| Employer contribution / active EE | $1,269 | $3,907-67.5% | $5,614-77.4% | $2,440-48.0% |
| Participant deferral / active EE | $4,782 | $5,481-12.8% | $7,298-34.5% | $3,607+32.6% |
| Admin fee / account holder | $655 | $7,972-91.8% | $10,843-94.0% | $5,124-87.2% |