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 | $104,753 | $77,314+35.5% | $177,989-41.1% | $80,856+29.6% |
| Participation rate | 86.7% | 65.7%+21.0pp | 77.1%+9.6pp | 67.6%+19.0pp |
| Annual return | 17.69% | 18.09%-0.4pp | 294.48%-276.8pp | 35.59%-17.9pp |
| Employer contribution / active EE | $2,482 | $2,292+8.3% | $3,949-37.1% | $2,755-9.9% |
| Participant deferral / active EE | $3,657 | $4,411-17.1% | $6,276-41.7% | $4,296-14.9% |
| Admin fee / account holder | $3,228 | $7,191-55.1% | $10,363-68.9% | $6,918-53.3% |