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 | $104,984 | $59,839+75.4% | $81,983+28.1% | $79,858+31.5% |
| Participation rate | 97.3% | 61.6%+35.7pp | 69.2%+28.0pp | 69.6%+27.7pp |
| Annual return | 19.09% | 17.56%+1.5pp | 41.31%-22.2pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,689 | $1,713-1.4% | $2,498-32.4% | $2,471-31.6% |
| Participant deferral / active EE | $4,740 | $2,695+75.9% | $3,722+27.3% | $3,740+26.7% |
| Admin fee / account holder | $2,664 | $4,287-37.9% | $5,664-53.0% | $5,306-49.8% |