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 | $100,401 | $80,717+24.4% | $154,803-35.1% | $84,808+18.4% |
| Participation rate | 83.7% | 66.8%+16.9pp | 78.1%+5.7pp | 68.3%+15.4pp |
| Annual return | 21.27% | 37.96%-16.7pp | 58.88%-37.6pp | 40.90%-19.6pp |
| Employer contribution / active EE | $1,431 | $2,761-48.2% | $4,305-66.8% | $2,631-45.6% |
| Participant deferral / active EE | $12,730 | $3,303+285.4% | $5,540+129.8% | $4,212+202.3% |
| Admin fee / account holder | $8,556 | $6,746+26.8% | $14,329-40.3% | $7,344+16.5% |