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 | $102,632 | $93,571+9.7% | $135,903-24.5% | $75,163+36.5% |
| Participation rate | 97.8% | 75.2%+22.6pp | 81.9%+15.9pp | 67.2%+30.6pp |
| Annual return | 21.07% | 30.90%-9.8pp | 68.23%-47.2pp | 160.62%-139.6pp |
| Employer contribution / active EE | $4,540 | $3,537+28.4% | $4,856-6.5% | $2,670+70.0% |
| Participant deferral / active EE | $10,846 | $6,404+69.4% | $7,758+39.8% | $4,125+162.9% |
| Admin fee / account holder | $7,860 | $6,975+12.7% | $10,762-27.0% | $5,651+39.1% |