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 | $110,660 | $80,717+37.1% | $154,803-28.5% | $84,808+30.5% |
| Participation rate | 86.4% | 66.8%+19.6pp | 78.1%+8.3pp | 68.3%+18.1pp |
| Annual return | 13.45% | 37.96%-24.5pp | 58.88%-45.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,566 | $2,761-7.1% | $4,305-40.4% | $2,631-2.5% |
| Participant deferral / active EE | $5,327 | $3,303+61.3% | $5,540-3.8% | $4,212+26.5% |
| Admin fee / account holder | $11,646 | $6,746+72.6% | $14,329-18.7% | $7,344+58.6% |