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 | $110,403 | $104,251+5.9% | $91,001+21.3% | $147,584-25.2% |
| Participation rate | 88.9% | 78.2%+10.6pp | 75.6%+13.3pp | 82.8%+6.1pp |
| Annual return | 14.06% | 27.06%-13.0pp | 4.60%+9.5pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,089 | $3,116-65.0% | $2,456-55.6% | $4,876-77.7% |
| Participant deferral / active EE | $3,337 | $4,195-20.5% | $3,547-5.9% | $5,439-38.6% |
| Admin fee / account holder | $2,469 | $8,948-72.4% | $5,417-54.4% | $10,885-77.3% |