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 | $116,868 | $101,724+14.9% | $164,813-29.1% | $80,856+44.5% |
| Participation rate | 74.0% | 71.8%+2.1pp | 78.6%-4.6pp | 67.6%+6.3pp |
| Annual return | 11.16% | 16.72%-5.6pp | 69.93%-58.8pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,583 | $2,953-46.4% | $4,341-63.5% | $2,755-42.5% |
| Participant deferral / active EE | $3,926 | $4,477-12.3% | $6,031-34.9% | $4,296-8.6% |
| Admin fee / account holder | $14,232 | $8,227+73.0% | $12,690+12.2% | $6,918+105.7% |