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 | $104,908 | $73,787+42.2% | $98,716+6.3% | $82,448+27.2% |
| Participation rate | 75.0% | 61.4%+13.6pp | 69.3%+5.7pp | 68.1%+6.9pp |
| Annual return | 15.48% | 18.57%-3.1pp | 31.81%-16.3pp | 41.64%-26.2pp |
| Employer contribution / active EE | $733 | $1,511-51.5% | $2,279-67.8% | $2,551-71.3% |
| Participant deferral / active EE | $7,536 | $3,081+144.6% | $4,048+86.2% | $4,139+82.1% |
| Admin fee / account holder | $1,958 | $6,500-69.9% | $8,703-77.5% | $7,234-72.9% |