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 | $96,354 | $101,724-5.3% | $164,813-41.5% | $80,856+19.2% |
| Participation rate | 88.4% | 71.8%+16.6pp | 78.6%+9.8pp | 67.6%+20.8pp |
| Annual return | 14.90% | 16.72%-1.8pp | 69.93%-55.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,599 | $2,953-45.9% | $4,341-63.2% | $2,755-42.0% |
| Participant deferral / active EE | $7,019 | $4,477+56.8% | $6,031+16.4% | $4,296+63.4% |
| Admin fee / account holder | $10,061 | $8,227+22.3% | $12,690-20.7% | $6,918+45.4% |