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 | $115,916 | $60,349+92.1% | $74,183+56.3% | $62,891+84.3% |
| Participation rate | 88.2% | 72.7%+15.4pp | 76.6%+11.6pp | 69.3%+18.9pp |
| Annual return | 8.34% | 21.37%-13.0pp | 17.74%-9.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $963 | $1,680-42.7% | $2,370-59.4% | $2,281-57.8% |
| Participant deferral / active EE | $2,818 | $2,856-1.3% | $3,550-20.6% | $3,203-12.0% |
| Admin fee / account holder | $8,013 | $4,261+88.0% | $5,586+43.4% | $4,296+86.5% |