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 | $102,235 | $86,944+17.6% | $107,525-4.9% | $74,304+37.6% |
| Participation rate | 75.0% | 59.6%+15.4pp | 75.1%-0.1pp | 60.3%+14.7pp |
| Annual return | 18.37% | 23.52%-5.1pp | 181.32%-162.9pp | 29.43%-11.1pp |
| Employer contribution / active EE | $1,948 | $2,757-29.3% | $3,754-48.1% | $2,241-13.1% |
| Participant deferral / active EE | $6,306 | $3,554+77.4% | $5,116+23.3% | $3,767+67.4% |
| Admin fee / account holder | $9,642 | $3,727+158.7% | $8,919+8.1% | $2,969+224.8% |