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 | $106,554 | $69,977+52.3% | $108,579-1.9% | $62,891+69.4% |
| Participation rate | 90.1% | 72.9%+17.2pp | 79.6%+10.6pp | 69.3%+20.8pp |
| Annual return | 9.80% | 10.73%-0.9pp | -51.70%+61.5pp | 20.14%-10.3pp |
| Employer contribution / active EE | $3,908 | $2,135+83.1% | $3,758+4.0% | $2,281+71.4% |
| Participant deferral / active EE | $4,206 | $3,165+32.9% | $4,311-2.4% | $3,203+31.3% |
| Admin fee / account holder | $11,595 | $5,076+128.4% | $7,645+51.7% | $4,296+169.9% |