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 | $101,688 | $81,248+25.2% | $155,509-34.6% | $80,856+25.8% |
| Participation rate | 89.7% | 66.2%+23.5pp | 78.2%+11.6pp | 67.6%+22.1pp |
| Annual return | 11.32% | 33.31%-22.0pp | 64.67%-53.4pp | 35.59%-24.3pp |
| Employer contribution / active EE | $5,130 | $3,100+65.5% | $4,672+9.8% | $2,755+86.2% |
| Participant deferral / active EE | $5,104 | $3,452+47.9% | $5,626-9.3% | $4,296+18.8% |
| Admin fee / account holder | $50,457 | $7,997+530.9% | $15,912+217.1% | $6,918+629.4% |