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 | $100,071 | $109,359-8.5% | $162,163-38.3% | $72,985+37.1% |
| Participation rate | 96.1% | 84.3%+11.8pp | 87.6%+8.5pp | 69.5%+26.6pp |
| Annual return | 20.86% | 25.46%-4.6pp | 115.59%-94.7pp | 81.00%-60.1pp |
| Employer contribution / active EE | $1,793 | $3,907-54.1% | $5,614-68.1% | $2,440-26.5% |
| Participant deferral / active EE | $3,644 | $5,481-33.5% | $7,298-50.1% | $3,607+1.0% |
| Admin fee / account holder | $19,342 | $7,972+142.6% | $10,843+78.4% | $5,124+277.4% |