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 | $103,768 | $67,606+53.5% | $82,313+26.1% | $70,131+48.0% |
| Participation rate | 96.5% | 72.8%+23.7pp | 76.9%+19.6pp | 69.5%+27.0pp |
| Annual return | 13.39% | 21.57%-8.2pp | 25.88%-12.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,599 | $1,755-8.9% | $2,428-34.1% | $2,342-31.7% |
| Participant deferral / active EE | $5,009 | $2,987+67.7% | $3,706+35.1% | $3,332+50.3% |
| Admin fee / account holder | $7,231 | $4,512+60.3% | $5,608+28.9% | $4,645+55.7% |