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 | $113,880 | $67,606+68.4% | $82,313+38.3% | $70,131+62.4% |
| Participation rate | 82.9% | 72.8%+10.1pp | 76.9%+6.0pp | 69.5%+13.3pp |
| Annual return | 12.66% | 21.57%-8.9pp | 25.88%-13.2pp | 73.14%-60.5pp |
| Employer contribution / active EE | $2,058 | $1,755+17.3% | $2,428-15.3% | $2,342-12.2% |
| Participant deferral / active EE | $2,815 | $2,987-5.7% | $3,706-24.0% | $3,332-15.5% |
| Admin fee / account holder | $2,418 | $4,512-46.4% | $5,608-56.9% | $4,645-47.9% |