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 | $107,471 | $62,586+71.7% | $76,768+40.0% | $64,186+67.4% |
| Participation rate | 97.8% | 72.8%+24.9pp | 77.0%+20.8pp | 69.6%+28.2pp |
| Annual return | 8.30% | -1.95%+10.2pp | 2.43%+5.9pp | 7.63%+0.7pp |
| Employer contribution / active EE | $1,321 | $1,832-27.9% | $2,485-46.9% | $2,381-44.5% |
| Participant deferral / active EE | $4,271 | $3,145+35.8% | $3,852+10.9% | $3,470+23.1% |
| Admin fee / account holder | $591 | $4,667-87.3% | $6,675-91.1% | $4,888-87.9% |