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 | $108,463 | $101,724+6.6% | $164,813-34.2% | $80,856+34.1% |
| Participation rate | 77.8% | 71.8%+5.9pp | 78.6%-0.8pp | 67.6%+10.1pp |
| Annual return | 16.75% | 16.72%0pp | 69.93%-53.2pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,457 | $2,953-50.7% | $4,341-66.4% | $2,755-47.1% |
| Participant deferral / active EE | $6,636 | $4,477+48.2% | $6,031+10.0% | $4,296+54.5% |
| Admin fee / account holder | $8,649 | $8,227+5.1% | $12,690-31.8% | $6,918+25.0% |