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 | $104,201 | $72,492+43.7% | $87,100+19.6% | $72,985+42.8% |
| Participation rate | 98.1% | 72.8%+25.3pp | 76.9%+21.3pp | 69.5%+28.7pp |
| Annual return | 23.00% | 24.46%-1.5pp | 28.19%-5.2pp | 81.00%-58.0pp |
| Employer contribution / active EE | $1,618 | $1,894-14.5% | $2,521-35.8% | $2,440-33.7% |
| Participant deferral / active EE | $5,755 | $3,270+76.0% | $4,049+42.2% | $3,607+59.5% |
| Admin fee / account holder | $3,311 | $5,055-34.5% | $7,497-55.8% | $5,124-35.4% |