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 | $101,161 | $60,349+67.6% | $74,183+36.4% | $62,891+60.9% |
| Participation rate | 72.0% | 72.7%-0.7pp | 76.6%-4.6pp | 69.3%+2.7pp |
| Annual return | 9.45% | 21.37%-11.9pp | 17.74%-8.3pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,641 | $1,680-2.3% | $2,370-30.8% | $2,281-28.0% |
| Participant deferral / active EE | $3,586 | $2,856+25.5% | $3,550+1.0% | $3,203+11.9% |
| Admin fee / account holder | $3,712 | $4,261-12.9% | $5,586-33.5% | $4,296-13.6% |