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 | $100,623 | $95,803+5.0% | $113,168-11.1% | $84,808+18.6% |
| Participation rate | 80.8% | 72.9%+7.9pp | 76.6%+4.2pp | 68.3%+12.5pp |
| Annual return | 14.28% | 25.00%-10.7pp | 24.27%-10.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,398 | $2,360-40.7% | $2,975-53.0% | $2,631-46.9% |
| Participant deferral / active EE | $3,696 | $4,242-12.9% | $5,107-27.6% | $4,212-12.2% |
| Admin fee / account holder | $945 | $8,989-89.5% | $12,068-92.2% | $7,344-87.1% |