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 | $109,365 | $80,968+35.1% | $96,544+13.3% | $75,163+45.5% |
| Participation rate | 73.8% | 71.8%+2.0pp | 76.0%-2.2pp | 67.2%+6.6pp |
| Annual return | 17.18% | 27.06%-9.9pp | 25.84%-8.7pp | 160.62%-143.4pp |
| Employer contribution / active EE | $1,231 | $2,282-46.1% | $2,965-58.5% | $2,670-53.9% |
| Participant deferral / active EE | $3,660 | $3,928-6.8% | $4,851-24.6% | $4,125-11.3% |
| Admin fee / account holder | $2,693 | $6,724-59.9% | $8,252-67.4% | $5,651-52.3% |