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 | $104,358 | $101,724+2.6% | $164,813-36.7% | $80,856+29.1% |
| Participation rate | 93.5% | 71.8%+21.7pp | 78.6%+14.9pp | 67.6%+25.9pp |
| Annual return | 13.94% | 16.72%-2.8pp | 69.93%-56.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,439 | $2,953-17.4% | $4,341-43.8% | $2,755-11.5% |
| Participant deferral / active EE | $5,681 | $4,477+26.9% | $6,031-5.8% | $4,296+32.2% |
| Admin fee / account holder | $9,479 | $8,227+15.2% | $12,690-25.3% | $6,918+37.0% |