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 | $106,489 | $106,749-0.2% | $145,433-26.8% | $82,448+29.2% |
| Participation rate | 97.7% | 75.6%+22.0pp | 82.1%+15.6pp | 68.1%+29.6pp |
| Annual return | 19.23% | 27.59%-8.4pp | 66.58%-47.3pp | 41.64%-22.4pp |
| Employer contribution / active EE | $2,675 | $3,444-22.3% | $4,554-41.3% | $2,551+4.9% |
| Participant deferral / active EE | $8,256 | $6,519+26.6% | $7,897+4.5% | $4,139+99.4% |
| Admin fee / account holder | $2,832 | $8,390-66.2% | $13,129-78.4% | $7,234-60.9% |