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 | $106,338 | $69,977+52.0% | $108,579-2.1% | $62,891+69.1% |
| Participation rate | 87.9% | 72.9%+15.0pp | 79.6%+8.3pp | 69.3%+18.6pp |
| Annual return | 9.06% | 10.73%-1.7pp | -51.70%+60.8pp | 20.14%-11.1pp |
| Employer contribution / active EE | $2,641 | $2,135+23.7% | $3,758-29.7% | $2,281+15.8% |
| Participant deferral / active EE | $3,048 | $3,165-3.7% | $4,311-29.3% | $3,203-4.8% |
| Admin fee / account holder | $2,081 | $5,076-59.0% | $7,645-72.8% | $4,296-51.6% |