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 | $106,768 | $91,552+16.6% | $133,956-20.3% | $79,858+33.7% |
| Participation rate | 98.2% | 73.3%+24.9pp | 79.8%+18.4pp | 69.6%+28.6pp |
| Annual return | 21.52% | 61.85%-40.3pp | 45.09%-23.6pp | 31.71%-10.2pp |
| Employer contribution / active EE | $2,549 | $2,384+6.9% | $3,919-35.0% | $2,471+3.2% |
| Participant deferral / active EE | $4,863 | $3,733+30.3% | $5,048-3.7% | $3,740+30.0% |
| Admin fee / account holder | $3,558 | $6,321-43.7% | $8,927-60.1% | $5,306-32.9% |