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 | $105,257 | $54,590+92.8% | $81,930+28.5% | $73,488+43.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 22.00% | 17.74%+4.3pp | 29.49%-7.5pp | 28.51%-6.5pp |
| Employer contribution / active EE | $1,295 | $1,636-20.9% | $4,310-70.0% | $2,270-43.0% |
| Participant deferral / active EE | $4,796 | $2,759+73.9% | $7,107-32.5% | $3,740+28.3% |
| Admin fee / account holder | $2,489 | $592+320.5% | $5,158-51.7% | $513+385.2% |