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 | $110,224 | $78,422+40.6% | $95,952+14.9% | $79,858+38.0% |
| Participation rate | 93.0% | 73.5%+19.5pp | 77.1%+15.9pp | 69.6%+23.4pp |
| Annual return | 14.76% | 19.37%-4.6pp | 91.61%-76.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,382 | $1,945-28.9% | $2,541-45.6% | $2,471-44.1% |
| Participant deferral / active EE | $4,362 | $3,440+26.8% | $4,167+4.7% | $3,740+16.6% |
| Admin fee / account holder | $4,937 | $5,622-12.2% | $6,795-27.3% | $5,306-7.0% |