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 | $103,796 | $109,413-5.1% | $156,263-33.6% | $84,808+22.4% |
| Participation rate | 83.3% | 72.7%+10.6pp | 78.9%+4.4pp | 68.3%+15.0pp |
| Annual return | 21.18% | 20.18%+1.0pp | 59.47%-38.3pp | 40.90%-19.7pp |
| Employer contribution / active EE | $1,381 | $2,907-52.5% | $4,333-68.1% | $2,631-47.5% |
| Participant deferral / active EE | $2,650 | $4,590-42.3% | $6,158-57.0% | $4,212-37.1% |
| Admin fee / account holder | $4,483 | $9,357-52.1% | $14,255-68.6% | $7,344-39.0% |