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 | $99,122 | $101,724-2.6% | $164,813-39.9% | $80,856+22.6% |
| Participation rate | 92.9% | 71.8%+21.0pp | 78.6%+14.3pp | 67.6%+25.2pp |
| Annual return | 11.12% | 16.72%-5.6pp | 69.93%-58.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $2,304 | $2,953-22.0% | $4,341-46.9% | $2,755-16.4% |
| Participant deferral / active EE | $5,146 | $4,477+14.9% | $6,031-14.7% | $4,296+19.8% |
| Admin fee / account holder | $15,871 | $8,227+92.9% | $12,690+25.1% | $6,918+129.4% |