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 7-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 | $104,291 | $103,376+0.9% | $87,100+19.7% | $152,861-31.8% |
| Participation rate | 95.7% | 79.3%+16.3pp | 76.9%+18.8pp | 82.4%+13.2pp |
| Annual return | 15.19% | 28.10%-12.9pp | 28.19%-13.0pp | 345.32%-330.1pp |
| Employer contribution / active EE | $2,855 | $3,220-11.3% | $2,521+13.2% | $4,762-40.0% |
| Participant deferral / active EE | $6,434 | $4,778+34.7% | $4,049+58.9% | $5,850+10.0% |
| Admin fee / account holder | $14,924 | $12,205+22.3% | $7,497+99.1% | $11,596+28.7% |