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 | $105,052 | $94,625+11.0% | $116,228-9.6% | $84,808+23.9% |
| Participation rate | 86.8% | 70.4%+16.3pp | 74.6%+12.2pp | 68.3%+18.5pp |
| Annual return | 18.41% | 20.40%-2.0pp | 90.06%-71.6pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,421 | $2,347-39.4% | $2,994-52.5% | $2,631-46.0% |
| Participant deferral / active EE | $4,000 | $3,972+0.7% | $4,953-19.2% | $4,212-5.0% |
| Admin fee / account holder | $7,645 | $10,091-24.2% | $11,989-36.2% | $7,344+4.1% |