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 | $106,892 | $93,071+14.8% | $74,583+43.3% | $273,961-61.0% |
| Participation rate | 71.4% | 74.9%-3.5pp | 68.1%+3.3pp | 83.0%-11.6pp |
| Annual return | 8.32% | 26.18%-17.9pp | 20.47%-12.1pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,542 | $3,160-51.2% | $2,525-38.9% | $4,869-68.3% |
| Participant deferral / active EE | $6,423 | $4,160+54.4% | $3,458+85.7% | $5,287+21.5% |
| Admin fee / account holder | $684 | $5,272-87.0% | $4,138-83.5% | $10,132-93.2% |