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 | $101,531 | $76,552+32.6% | $123,892-18.0% | $62,891+61.4% |
| Participation rate | 94.6% | 73.0%+21.6pp | 81.4%+13.2pp | 69.3%+25.3pp |
| Annual return | 8.10% | 18.68%-10.6pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $938 | $2,883-67.5% | $4,617-79.7% | $2,281-58.9% |
| Participant deferral / active EE | $6,596 | $4,840+36.3% | $5,984+10.2% | $3,203+105.9% |
| Admin fee / account holder | $9,068 | $4,826+87.9% | $8,357+8.5% | $4,296+111.1% |