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 | $105,731 | $87,013+21.5% | $106,213-0.5% | $80,856+30.8% |
| Participation rate | 84.7% | 70.4%+14.3pp | 75.3%+9.4pp | 67.6%+17.1pp |
| Annual return | 16.81% | 17.05%-0.2pp | 116.14%-99.3pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,696 | $2,395-29.2% | $3,171-46.5% | $2,755-38.4% |
| Participant deferral / active EE | $5,008 | $3,986+25.6% | $5,016-0.2% | $4,296+16.6% |
| Admin fee / account holder | $4,190 | $8,431-50.3% | $11,033-62.0% | $6,918-39.4% |