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 | $100,958 | $81,460+23.9% | $103,333-2.3% | $80,856+24.9% |
| Participation rate | 74.5% | 66.8%+7.6pp | 74.5%0pp | 67.6%+6.8pp |
| Annual return | 13.26% | 25.55%-12.3pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $5,005 | $3,105+61.2% | $3,868+29.4% | $2,755+81.7% |
| Participant deferral / active EE | $5,224 | $3,869+35.0% | $5,057+3.3% | $4,296+21.6% |
| Admin fee / account holder | $5,181 | $6,566-21.1% | $8,355-38.0% | $6,918-25.1% |