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 | $101,507 | $80,717+25.8% | $154,803-34.4% | $84,808+19.7% |
| Participation rate | 85.0% | 66.8%+18.2pp | 78.1%+6.9pp | 68.3%+16.7pp |
| Annual return | 21.30% | 37.96%-16.7pp | 58.88%-37.6pp | 40.90%-19.6pp |
| Employer contribution / active EE | $2,348 | $2,761-15.0% | $4,305-45.5% | $2,631-10.7% |
| Participant deferral / active EE | $3,776 | $3,303+14.3% | $5,540-31.8% | $4,212-10.3% |
| Admin fee / account holder | $15,745 | $6,746+133.4% | $14,329+9.9% | $7,344+114.4% |