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 | $100,448 | $89,753+11.9% | $107,525-6.6% | $84,808+18.4% |
| Participation rate | 76.2% | 68.1%+8.1pp | 75.1%+1.1pp | 68.3%+7.9pp |
| Annual return | 13.49% | 29.48%-16.0pp | 181.32%-167.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,467 | $3,113-20.8% | $3,754-34.3% | $2,631-6.2% |
| Participant deferral / active EE | $4,783 | $4,056+17.9% | $5,116-6.5% | $4,212+13.6% |
| Admin fee / account holder | $12,314 | $7,222+70.5% | $8,919+38.1% | $7,344+67.7% |