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 | $102,193 | $67,606+51.2% | $82,313+24.2% | $70,131+45.7% |
| Participation rate | 86.9% | 72.8%+14.1pp | 76.9%+10.0pp | 69.5%+17.3pp |
| Annual return | 16.02% | 21.57%-5.5pp | 25.88%-9.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,621 | $1,755-7.6% | $2,428-33.2% | $2,342-30.8% |
| Participant deferral / active EE | $4,579 | $2,987+53.3% | $3,706+23.6% | $3,332+37.4% |
| Admin fee / account holder | $9,616 | $4,512+113.1% | $5,608+71.5% | $4,645+107.0% |