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 | $108,580 | $98,750+10.0% | $149,696-27.5% | $79,858+36.0% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.5%+7.8pp | 69.6%+20.7pp |
| Annual return | 13.92% | 27.43%-13.5pp | 276.60%-262.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,339 | $3,216-27.3% | $4,644-49.6% | $2,471-5.4% |
| Participant deferral / active EE | $6,117 | $5,680+7.7% | $6,842-10.6% | $3,740+63.6% |
| Admin fee / account holder | $4,199 | $6,053-30.6% | $9,309-54.9% | $5,306-20.9% |