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 | $105,399 | $84,233+25.1% | $170,442-38.2% | $70,131+50.3% |
| Participation rate | 86.7% | 70.8%+15.8pp | 83.6%+3.1pp | 69.5%+17.1pp |
| Annual return | 19.81% | 23.06%-3.3pp | 205.93%-186.1pp | 73.14%-53.3pp |
| Employer contribution / active EE | $2,900 | $3,387-14.4% | $5,433-46.6% | $2,342+23.8% |
| Participant deferral / active EE | $4,004 | $3,086+29.8% | $4,939-18.9% | $3,332+20.2% |
| Admin fee / account holder | $4,563 | $5,698-19.9% | $13,880-67.1% | $4,645-1.8% |