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 | $107,934 | $93,571+15.4% | $135,903-20.6% | $75,163+43.6% |
| Participation rate | 77.8% | 75.2%+2.6pp | 81.9%-4.1pp | 67.2%+10.6pp |
| Annual return | 17.55% | 30.90%-13.4pp | 68.23%-50.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,154 | $3,537-39.1% | $4,856-55.6% | $2,670-19.3% |
| Participant deferral / active EE | $6,063 | $6,404-5.3% | $7,758-21.8% | $4,125+47.0% |
| Admin fee / account holder | $6,463 | $6,975-7.3% | $10,762-39.9% | $5,651+14.4% |