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 | $117,767 | $91,407+28.8% | $135,903-13.3% | $71,457+64.8% |
| Participation rate | 99.1% | 75.7%+23.4pp | 81.9%+17.1pp | 67.9%+31.1pp |
| Annual return | 16.89% | 29.90%-13.0pp | 68.23%-51.3pp | 28.85%-12.0pp |
| Employer contribution / active EE | $2,893 | $3,703-21.9% | $4,856-40.4% | $2,588+11.8% |
| Participant deferral / active EE | $8,896 | $7,092+25.4% | $7,758+14.7% | $4,289+107.4% |
| Admin fee / account holder | $2,479 | $1,266+95.9% | $10,762-77.0% | $1,587+56.2% |