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 | $108,604 | $80,968+34.1% | $96,544+12.5% | $75,163+44.5% |
| Participation rate | 98.0% | 71.8%+26.2pp | 76.0%+22.0pp | 67.2%+30.8pp |
| Annual return | 13.44% | 27.06%-13.6pp | 25.84%-12.4pp | 160.62%-147.2pp |
| Employer contribution / active EE | $1,919 | $2,282-15.9% | $2,965-35.3% | $2,670-28.1% |
| Participant deferral / active EE | $4,334 | $3,928+10.3% | $4,851-10.6% | $4,125+5.1% |
| Admin fee / account holder | $8,399 | $6,724+24.9% | $8,252+1.8% | $5,651+48.6% |