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 | $99,267 | $80,717+23.0% | $154,803-35.9% | $84,808+17.1% |
| Participation rate | 70.4% | 66.8%+3.6pp | 78.1%-7.7pp | 68.3%+2.1pp |
| Annual return | 14.58% | 37.96%-23.4pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,166 | $2,761-57.8% | $4,305-72.9% | $2,631-55.7% |
| Participant deferral / active EE | $4,276 | $3,303+29.4% | $5,540-22.8% | $4,212+1.5% |
| Admin fee / account holder | $1,017 | $6,746-84.9% | $14,329-92.9% | $7,344-86.2% |