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 | $97,646 | $48,076+103.1% | $78,689+24.1% | $62,891+55.3% |
| Participation rate | 96.2% | 65.2%+30.9pp | 73.6%+22.6pp | 69.3%+26.8pp |
| Annual return | 5.83% | 31.35%-25.5pp | 62.18%-56.3pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,824 | $2,015-9.5% | $2,851-36.0% | $2,281-20.0% |
| Participant deferral / active EE | $2,154 | $2,588-16.8% | $3,517-38.8% | $3,203-32.7% |
| Admin fee / account holder | $3,919 | $3,207+22.2% | $4,510-13.1% | $4,296-8.8% |