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 | $97,231 | $81,460+19.4% | $103,333-5.9% | $80,856+20.3% |
| Participation rate | 73.5% | 66.8%+6.6pp | 74.5%-1.0pp | 67.6%+5.8pp |
| Annual return | 13.87% | 25.55%-11.7pp | 24.88%-11.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,683 | $3,105-45.8% | $3,868-56.5% | $2,755-38.9% |
| Participant deferral / active EE | $4,126 | $3,869+6.7% | $5,057-18.4% | $4,296-4.0% |
| Admin fee / account holder | $16,780 | $6,566+155.5% | $8,355+100.8% | $6,918+142.6% |