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 | $104,440 | $58,523+78.5% | $99,443+5.0% | $72,985+43.1% |
| Participation rate | 81.6% | 64.6%+17.0pp | 73.8%+7.7pp | 69.5%+12.1pp |
| Annual return | 17.71% | 28.51%-10.8pp | 30.72%-13.0pp | 81.00%-63.3pp |
| Employer contribution / active EE | $1,173 | $1,512-22.4% | $2,540-53.8% | $2,440-51.9% |
| Participant deferral / active EE | $2,315 | $2,606-11.1% | $3,619-36.0% | $3,607-35.8% |
| Admin fee / account holder | $2,436 | $4,102-40.6% | $6,250-61.0% | $5,124-52.5% |