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 | $101,195 | $64,480+56.9% | $81,382+24.3% | $80,856+25.2% |
| Participation rate | 75.0% | 63.9%+11.1pp | 69.5%+5.5pp | 67.6%+7.4pp |
| Annual return | 11.38% | 16.34%-5.0pp | 24.73%-13.4pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,190 | $1,978-39.8% | $2,463-51.7% | $2,755-56.8% |
| Participant deferral / active EE | $3,834 | $3,094+23.9% | $3,883-1.3% | $4,296-10.8% |
| Admin fee / account holder | $778 | $5,671-86.3% | $5,768-86.5% | $6,918-88.8% |