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 | $103,998 | $201,272-48.3% | $184,203-43.5% | $145,922-28.7% |
| Participation rate | 94.7% | 87.5%+7.2pp | 86.8%+7.9pp | 80.3%+14.5pp |
| Annual return | 11.76% | 29.00%-17.2pp | 28.81%-17.1pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,372 | $7,022-66.2% | $6,427-63.1% | $4,660-49.1% |
| Participant deferral / active EE | $5,723 | $9,806-41.6% | $9,131-37.3% | $6,688-14.4% |
| Admin fee / account holder | $1,394 | $16,364-91.5% | $13,901-90.0% | $13,397-89.6% |