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 | $99,565 | $78,485+26.9% | $106,213-6.3% | $74,495+33.7% |
| Participation rate | 86.8% | 72.8%+14.0pp | 75.3%+11.5pp | 67.2%+19.6pp |
| Annual return | 17.33% | 15.95%+1.4pp | 116.14%-98.8pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $1,804 | $2,523-28.5% | $3,171-43.1% | $2,623-31.2% |
| Participant deferral / active EE | $3,556 | $4,322-17.7% | $5,016-29.1% | $4,346-18.2% |
| Admin fee / account holder | $5,635 | $2,232+152.5% | $11,033-48.9% | $1,942+190.2% |