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 | $105,299 | $101,724+3.5% | $164,813-36.1% | $80,856+30.2% |
| Participation rate | 98.3% | 71.8%+26.4pp | 78.6%+19.7pp | 67.6%+30.6pp |
| Annual return | 12.73% | 16.72%-4.0pp | 69.93%-57.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $3,773 | $2,953+27.8% | $4,341-13.1% | $2,755+37.0% |
| Participant deferral / active EE | $3,300 | $4,477-26.3% | $6,031-45.3% | $4,296-23.2% |
| Admin fee / account holder | $28,196 | $8,227+242.7% | $12,690+122.2% | $6,918+307.6% |