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 | $116,766 | $73,787+58.2% | $98,716+18.3% | $82,448+41.6% |
| Participation rate | 89.7% | 61.4%+28.2pp | 69.3%+20.4pp | 68.1%+21.6pp |
| Annual return | 14.42% | 18.57%-4.1pp | 31.81%-17.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,542 | $1,511+2.0% | $2,279-32.3% | $2,551-39.6% |
| Participant deferral / active EE | $4,659 | $3,081+51.2% | $4,048+15.1% | $4,139+12.6% |
| Admin fee / account holder | $2,199 | $6,500-66.2% | $8,703-74.7% | $7,234-69.6% |