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 | $105,337 | $80,968+30.1% | $96,544+9.1% | $75,163+40.1% |
| Participation rate | 85.2% | 71.8%+13.4pp | 76.0%+9.2pp | 67.2%+18.0pp |
| Annual return | 13.23% | 27.06%-13.8pp | 25.84%-12.6pp | 160.62%-147.4pp |
| Employer contribution / active EE | $2,991 | $2,282+31.1% | $2,965+0.9% | $2,670+12.0% |
| Participant deferral / active EE | $4,356 | $3,928+10.9% | $4,851-10.2% | $4,125+5.6% |
| Admin fee / account holder | $2,815 | $6,724-58.1% | $8,252-65.9% | $5,651-50.2% |