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 | $102,504 | $98,982+3.6% | $162,163-36.8% | $65,185+57.3% |
| Participation rate | 94.3% | 85.8%+8.6pp | 87.6%+6.8pp | 70.2%+24.1pp |
| Annual return | 21.52% | 24.84%-3.3pp | 115.59%-94.1pp | 29.38%-7.9pp |
| Employer contribution / active EE | $2,047 | $3,467-40.9% | $5,614-63.5% | $2,177-5.9% |
| Participant deferral / active EE | $4,459 | $5,384-17.2% | $7,298-38.9% | $3,514+26.9% |
| Admin fee / account holder | $8,973 | $596+1404.6% | $10,843-17.2% | $847+959.3% |