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 | $101,145 | $94,625+6.9% | $116,228-13.0% | $84,808+19.3% |
| Participation rate | 93.5% | 70.4%+23.1pp | 74.6%+19.0pp | 68.3%+25.2pp |
| Annual return | 13.02% | 20.40%-7.4pp | 90.06%-77.0pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,258 | $2,347-46.4% | $2,994-58.0% | $2,631-52.2% |
| Participant deferral / active EE | $6,906 | $3,972+73.9% | $4,953+39.4% | $4,212+64.0% |
| Admin fee / account holder | $17,749 | $10,091+75.9% | $11,989+48.0% | $7,344+141.7% |