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 | $104,313 | $79,557+31.1% | $118,746-12.2% | $70,131+48.7% |
| Participation rate | 86.7% | 71.4%+15.3pp | 78.3%+8.4pp | 69.5%+17.1pp |
| Annual return | 12.85% | 25.64%-12.8pp | 24.54%-11.7pp | 73.14%-60.3pp |
| Employer contribution / active EE | $1,555 | $2,861-45.6% | $4,193-62.9% | $2,342-33.6% |
| Participant deferral / active EE | $2,273 | $4,089-44.4% | $5,332-57.4% | $3,332-31.8% |
| Admin fee / account holder | $19,554 | $5,374+263.8% | $10,720+82.4% | $4,645+320.9% |