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 | $108,215 | $60,349+79.3% | $74,183+45.9% | $62,891+72.1% |
| Participation rate | 88.2% | 72.7%+15.5pp | 76.6%+11.6pp | 69.3%+18.9pp |
| Annual return | 8.01% | 21.37%-13.4pp | 17.74%-9.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,395 | $1,680-17.0% | $2,370-41.1% | $2,281-38.8% |
| Participant deferral / active EE | $3,642 | $2,856+27.5% | $3,550+2.6% | $3,203+13.7% |
| Admin fee / account holder | $1,829 | $4,261-57.1% | $5,586-67.3% | $4,296-57.4% |