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 | $100,621 | $105,630-4.7% | $87,507+15.0% | $273,961-63.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 4.29% | 12.25%-8.0pp | 12.21%-7.9pp | 41.45%-37.2pp |
| Employer contribution / active EE | $3,110 | $3,141-1.0% | $2,550+22.0% | $4,869-36.1% |
| Participant deferral / active EE | $8,066 | $3,601+124.0% | $3,149+156.2% | $5,287+52.6% |
| Admin fee / account holder | $29,327 | $4,781+513.4% | $4,221+594.8% | $10,132+189.4% |