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 | $100,038 | $89,355+12.0% | $141,162-29.1% | $72,985+37.1% |
| Participation rate | 80.8% | 75.1%+5.7pp | 82.5%-1.7pp | 69.5%+11.3pp |
| Annual return | 19.00% | 111.85%-92.8pp | 71.39%-52.4pp | 81.00%-62.0pp |
| Employer contribution / active EE | $2,711 | $3,114-13.0% | $4,735-42.8% | $2,440+11.1% |
| Participant deferral / active EE | $5,343 | $5,418-1.4% | $6,709-20.4% | $3,607+48.1% |
| Admin fee / account holder | $24,975 | $5,958+319.2% | $10,261+143.4% | $5,124+387.4% |