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 | $94,351 | $94,529-0.2% | $140,016-32.6% | $64,186+47.0% |
| Participation rate | 96.6% | 84.1%+12.5pp | 87.5%+9.1pp | 69.6%+27.0pp |
| Annual return | 10.26% | 7.77%+2.5pp | 651.12%-640.9pp | 7.63%+2.6pp |
| Employer contribution / active EE | $2,037 | $3,812-46.6% | $5,606-63.7% | $2,381-14.4% |
| Participant deferral / active EE | $3,178 | $5,250-39.5% | $6,927-54.1% | $3,470-8.4% |
| Admin fee / account holder | $598 | $6,741-91.1% | $10,705-94.4% | $4,888-87.8% |