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 | $108,061 | $98,240+10.0% | $82,313+31.3% | $147,584-26.8% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 14.64% | 30.85%-16.2pp | 25.88%-11.2pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,427 | $3,192-55.3% | $2,428-41.2% | $4,876-70.7% |
| Participant deferral / active EE | $5,496 | $4,383+25.4% | $3,706+48.3% | $5,439+1.1% |
| Admin fee / account holder | $4,416 | $8,563-48.4% | $5,608-21.3% | $10,885-59.4% |