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 | $104,967 | $91,552+14.7% | $133,956-21.6% | $79,858+31.4% |
| Participation rate | 91.3% | 73.3%+18.0pp | 79.8%+11.5pp | 69.6%+21.7pp |
| Annual return | 16.64% | 61.85%-45.2pp | 45.09%-28.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $1,043 | $2,384-56.2% | $3,919-73.4% | $2,471-57.8% |
| Participant deferral / active EE | $4,172 | $3,733+11.8% | $5,048-17.3% | $3,740+11.6% |
| Admin fee / account holder | $2,911 | $6,321-53.9% | $8,927-67.4% | $5,306-45.1% |