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 | $101,962 | $76,552+33.2% | $123,892-17.7% | $62,891+62.1% |
| Participation rate | 93.3% | 73.0%+20.3pp | 81.4%+11.8pp | 69.3%+24.0pp |
| Annual return | 15.81% | 18.68%-2.9pp | 47.52%-31.7pp | 20.14%-4.3pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,234 | $4,840+49.5% | $5,984+20.9% | $3,203+125.9% |
| Admin fee / account holder | $8,381 | $4,826+73.7% | $8,357+0.3% | $4,296+95.1% |