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 | $105,551 | $83,477+26.4% | $125,175-15.7% | $72,985+44.6% |
| Participation rate | 78.4% | 73.3%+5.1pp | 79.8%-1.4pp | 69.5%+8.9pp |
| Annual return | 18.18% | 25.78%-7.6pp | 43.79%-25.6pp | 81.00%-62.8pp |
| Employer contribution / active EE | $3,179 | $2,345+35.5% | $3,865-17.8% | $2,440+30.3% |
| Participant deferral / active EE | $6,211 | $3,585+73.2% | $4,937+25.8% | $3,607+72.2% |
| Admin fee / account holder | $14,089 | $5,517+155.4% | $9,702+45.2% | $5,124+174.9% |