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 | $97,731 | $78,705+24.2% | $117,854-17.1% | $70,131+39.4% |
| Participation rate | 81.3% | 73.2%+8.1pp | 79.7%+1.6pp | 69.5%+11.7pp |
| Annual return | 16.04% | 23.30%-7.3pp | 335.08%-319.0pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,557 | $2,223-30.0% | $3,786-58.9% | $2,342-33.5% |
| Participant deferral / active EE | $2,771 | $3,297-15.9% | $4,482-38.2% | $3,332-16.8% |
| Admin fee / account holder | $4,306 | $5,065-15.0% | $8,020-46.3% | $4,645-7.3% |