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 | $85,473 | $63,355+34.9% | $91,989-7.1% | $72,985+17.1% |
| Participation rate | 90.2% | 72.5%+17.7pp | 78.6%+11.6pp | 69.5%+20.8pp |
| Annual return | 22.35% | 35.35%-13.0pp | 69.02%-46.7pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,105 | $2,116-47.8% | $3,452-68.0% | $2,440-54.7% |
| Participant deferral / active EE | $11,844 | $4,883+142.6% | $5,923+100.0% | $3,607+228.3% |
| Admin fee / account holder | $1,588 | $4,668-66.0% | $7,743-79.5% | $5,124-69.0% |