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 | $95,328 | $94,031+1.4% | $115,768-17.7% | $82,448+15.6% |
| Participation rate | 91.0% | 70.4%+20.6pp | 74.4%+16.7pp | 68.1%+23.0pp |
| Annual return | 15.31% | 20.61%-5.3pp | 100.46%-85.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $4,673 | $2,323+101.1% | $2,940+59.0% | $2,551+83.2% |
| Participant deferral / active EE | $7,077 | $3,972+78.2% | $4,917+43.9% | $4,139+71.0% |
| Admin fee / account holder | $16,693 | $10,249+62.9% | $12,439+34.2% | $7,234+130.7% |