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 | $107,807 | $49,915+116.0% | $154,803-30.4% | $74,304+45.1% |
| Participation rate | 83.0% | 54.0%+29.0pp | 78.1%+4.9pp | 60.3%+22.7pp |
| Annual return | 18.11% | 34.06%-15.9pp | 58.88%-40.8pp | 29.43%-11.3pp |
| Employer contribution / active EE | $1,804 | $1,611+11.9% | $4,305-58.1% | $2,241-19.5% |
| Participant deferral / active EE | $4,074 | $2,255+80.7% | $5,540-26.5% | $3,767+8.1% |
| Admin fee / account holder | $8,002 | $2,189+265.6% | $14,329-44.2% | $2,969+169.5% |