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 | $139,499 | $99,633+40.0% | $183,328-23.9% | $82,448+69.2% |
| Participation rate | 97.1% | 70.8%+26.4pp | 77.3%+19.8pp | 68.1%+29.1pp |
| Annual return | 13.56% | 17.84%-4.3pp | 29.67%-16.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $2,168 | $3,256-33.4% | $5,055-57.1% | $2,551-15.0% |
| Participant deferral / active EE | $7,525 | $4,938+52.4% | $6,795+10.7% | $4,139+81.8% |
| Admin fee / account holder | $27,956 | $9,934+181.4% | $21,427+30.5% | $7,234+286.4% |