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 | $108,458 | $98,240+10.4% | $82,313+31.8% | $147,584-26.5% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | 18.83% | 30.85%-12.0pp | 25.88%-7.0pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,739 | $3,192-45.5% | $2,428-28.4% | $4,876-64.3% |
| Participant deferral / active EE | $5,358 | $4,383+22.2% | $3,706+44.6% | $5,439-1.5% |
| Admin fee / account holder | $20,552 | $8,563+140.0% | $5,608+266.5% | $10,885+88.8% |