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 | $106,290 | $76,552+38.8% | $123,892-14.2% | $62,891+69.0% |
| Participation rate | 73.1% | 73.0%+0.1pp | 81.4%-8.3pp | 69.3%+3.8pp |
| Annual return | 7.29% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $3,176 | $2,883+10.2% | $4,617-31.2% | $2,281+39.2% |
| Participant deferral / active EE | $7,687 | $4,840+58.8% | $5,984+28.5% | $3,203+140.0% |
| Admin fee / account holder | $31,923 | $4,826+561.5% | $8,357+282.0% | $4,296+643.1% |