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 | $109,377 | $101,724+7.5% | $164,813-33.6% | $80,856+35.3% |
| Participation rate | 81.6% | 71.8%+9.7pp | 78.6%+3.0pp | 67.6%+13.9pp |
| Annual return | 13.90% | 16.72%-2.8pp | 69.93%-56.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,080 | $2,953-63.4% | $4,341-75.1% | $2,755-60.8% |
| Participant deferral / active EE | $3,179 | $4,477-29.0% | $6,031-47.3% | $4,296-26.0% |
| Admin fee / account holder | $16,200 | $8,227+96.9% | $12,690+27.7% | $6,918+134.2% |