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 | $107,523 | $88,672+21.3% | $105,223+2.2% | $82,448+30.4% |
| Participation rate | 74.6% | 67.9%+6.7pp | 75.0%-0.4pp | 68.1%+6.6pp |
| Annual return | 13.82% | 30.86%-17.0pp | 180.65%-166.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $2,251 | $3,048-26.1% | $3,689-39.0% | $2,551-11.7% |
| Participant deferral / active EE | $5,029 | $4,036+24.6% | $5,072-0.8% | $4,139+21.5% |
| Admin fee / account holder | $12,308 | $7,146+72.2% | $8,859+38.9% | $7,234+70.1% |