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 | $108,654 | $76,552+41.9% | $123,892-12.3% | $62,891+72.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 5.99% | 18.68%-12.7pp | 47.52%-41.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,211 | $2,883-58.0% | $4,617-73.8% | $2,281-46.9% |
| Participant deferral / active EE | $2,656 | $4,840-45.1% | $5,984-55.6% | $3,203-17.1% |
| Admin fee / account holder | $3,932 | $4,826-18.5% | $8,357-53.0% | $4,296-8.5% |