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 | $101,175 | $85,022+19.0% | $70,515+43.5% | $139,434-27.4% |
| Participation rate | 80.0% | 73.9%+6.1pp | 68.3%+11.7pp | 80.3%-0.3pp |
| Annual return | 11.79% | 30.38%-18.6pp | 32.77%-21.0pp | 372.94%-361.1pp |
| Employer contribution / active EE | $2,485 | $3,909-36.4% | $2,973-16.4% | $4,751-47.7% |
| Participant deferral / active EE | $3,838 | $5,890-34.8% | $4,567-16.0% | $6,710-42.8% |
| Admin fee / account holder | $2,065 | $8,906-76.8% | $6,412-67.8% | $11,403-81.9% |