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 | $99,636 | $89,355+11.5% | $141,162-29.4% | $72,985+36.5% |
| Participation rate | 88.1% | 75.1%+13.0pp | 82.5%+5.6pp | 69.5%+18.6pp |
| Annual return | 21.87% | 111.85%-90.0pp | 71.39%-49.5pp | 81.00%-59.1pp |
| Employer contribution / active EE | $3,261 | $3,114+4.7% | $4,735-31.1% | $2,440+33.7% |
| Participant deferral / active EE | $7,220 | $5,418+33.3% | $6,709+7.6% | $3,607+100.1% |
| Admin fee / account holder | $3,155 | $5,958-47.0% | $10,261-69.3% | $5,124-38.4% |