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 | $100,245 | $81,248+23.4% | $155,509-35.5% | $80,856+24.0% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 13.76% | 33.31%-19.5pp | 64.67%-50.9pp | 35.59%-21.8pp |
| Employer contribution / active EE | $7,740 | $3,100+149.6% | $4,672+65.6% | $2,755+180.9% |
| Participant deferral / active EE | $2,479 | $3,452-28.2% | $5,626-55.9% | $4,296-42.3% |
| Admin fee / account holder | $655 | $7,997-91.8% | $15,912-95.9% | $6,918-90.5% |