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 | $105,241 | $87,733+20.0% | $106,548-1.2% | $85,850+22.6% |
| Participation rate | 84.6% | 71.9%+12.7pp | 76.1%+8.5pp | 69.3%+15.3pp |
| Annual return | 13.51% | 21.86%-8.3pp | 26.80%-13.3pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,481 | $2,073-28.6% | $2,819-47.5% | $2,565-42.3% |
| Participant deferral / active EE | $4,226 | $3,469+21.8% | $4,398-3.9% | $3,952+6.9% |
| Admin fee / account holder | $10,352 | $6,767+53.0% | $7,407+39.8% | $6,260+65.4% |