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 | $112,165 | $93,571+19.9% | $135,903-17.5% | $75,163+49.2% |
| Participation rate | 92.9% | 75.2%+17.7pp | 81.9%+11.0pp | 67.2%+25.7pp |
| Annual return | 16.73% | 30.90%-14.2pp | 68.23%-51.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,695 | $3,537-52.1% | $4,856-65.1% | $2,670-36.5% |
| Participant deferral / active EE | $8,482 | $6,404+32.4% | $7,758+9.3% | $4,125+105.6% |
| Admin fee / account holder | $3,385 | $6,975-51.5% | $10,762-68.5% | $5,651-40.1% |