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 | $105,170 | $89,753+17.2% | $107,525-2.2% | $84,808+24.0% |
| Participation rate | 90.6% | 68.1%+22.6pp | 75.1%+15.6pp | 68.3%+22.3pp |
| Annual return | 18.86% | 29.48%-10.6pp | 181.32%-162.5pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,367 | $3,113-56.1% | $3,754-63.6% | $2,631-48.1% |
| Participant deferral / active EE | $8,119 | $4,056+100.2% | $5,116+58.7% | $4,212+92.8% |
| Admin fee / account holder | $2,758 | $7,222-61.8% | $8,919-69.1% | $7,344-62.4% |