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 | $103,021 | $73,981+39.3% | $105,722-2.6% | $62,891+63.8% |
| Participation rate | 93.0% | 71.7%+21.3pp | 78.9%+14.1pp | 69.3%+23.7pp |
| Annual return | 6.60% | 17.60%-11.0pp | 12.25%-5.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,471 | $2,856-48.5% | $4,079-63.9% | $2,281-35.5% |
| Participant deferral / active EE | $2,187 | $4,038-45.9% | $5,326-58.9% | $3,203-31.7% |
| Admin fee / account holder | $8,100 | $5,976+35.5% | $8,308-2.5% | $4,296+88.6% |