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 | $127,998 | $81,248+57.5% | $155,509-17.7% | $80,856+58.3% |
| Participation rate | 97.6% | 66.2%+31.4pp | 78.2%+19.4pp | 67.6%+30.0pp |
| Annual return | 16.21% | 33.31%-17.1pp | 64.67%-48.5pp | 35.59%-19.4pp |
| Employer contribution / active EE | $3,415 | $3,100+10.1% | $4,672-26.9% | $2,755+24.0% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $5,915 | $7,997-26.0% | $15,912-62.8% | $6,918-14.5% |