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 | $105,102 | $80,968+29.8% | $96,544+8.9% | $75,163+39.8% |
| Participation rate | 95.2% | 71.8%+23.4pp | 76.0%+19.2pp | 67.2%+28.0pp |
| Annual return | 15.43% | 27.06%-11.6pp | 25.84%-10.4pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,292 | $2,282-43.4% | $2,965-56.4% | $2,670-51.6% |
| Participant deferral / active EE | $6,418 | $3,928+63.4% | $4,851+32.3% | $4,125+55.6% |
| Admin fee / account holder | $11,703 | $6,724+74.0% | $8,252+41.8% | $5,651+107.1% |