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 | $106,132 | $78,705+34.8% | $117,854-9.9% | $70,131+51.3% |
| Participation rate | 89.3% | 73.2%+16.1pp | 79.7%+9.7pp | 69.5%+19.8pp |
| Annual return | 13.09% | 23.30%-10.2pp | 335.08%-322.0pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,352 | $2,223-39.2% | $3,786-64.3% | $2,342-42.3% |
| Participant deferral / active EE | $4,775 | $3,297+44.8% | $4,482+6.5% | $3,332+43.3% |
| Admin fee / account holder | $1,838 | $5,065-63.7% | $8,020-77.1% | $4,645-60.4% |