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 | $100,814 | $91,190+10.6% | $178,490-43.5% | $79,858+26.2% |
| Participation rate | 80.4% | 69.2%+11.2pp | 81.9%-1.5pp | 69.6%+10.8pp |
| Annual return | 18.07% | 24.19%-6.1pp | 151.07%-133.0pp | 31.71%-13.6pp |
| Employer contribution / active EE | $2,190 | $3,256-32.7% | $5,011-56.3% | $2,471-11.4% |
| Participant deferral / active EE | $3,827 | $3,236+18.3% | $5,202-26.4% | $3,740+2.3% |
| Admin fee / account holder | $4,370 | $6,751-35.3% | $13,984-68.7% | $5,306-17.6% |