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 | $112,471 | $87,013+29.3% | $106,213+5.9% | $80,856+39.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 12.01% | 17.05%-5.0pp | 116.14%-104.1pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,640 | $2,395-31.6% | $3,171-48.3% | $2,755-40.5% |
| Participant deferral / active EE | $1,964 | $3,986-50.7% | $5,016-60.8% | $4,296-54.3% |
| Admin fee / account holder | $4,355 | $8,431-48.4% | $11,033-60.5% | $6,918-37.1% |