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 | $107,934 | $109,359-1.3% | $162,163-33.4% | $72,985+47.9% |
| Participation rate | 95.9% | 84.3%+11.7pp | 87.6%+8.4pp | 69.5%+26.4pp |
| Annual return | 22.53% | 25.46%-2.9pp | 115.59%-93.1pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,739 | $3,907-55.5% | $5,614-69.0% | $2,440-28.7% |
| Participant deferral / active EE | $5,003 | $5,481-8.7% | $7,298-31.5% | $3,607+38.7% |
| Admin fee / account holder | $1,385 | $7,972-82.6% | $10,843-87.2% | $5,124-73.0% |