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 | $103,115 | $77,899+32.4% | $149,673-31.1% | $75,163+37.2% |
| Participation rate | 91.7% | 65.6%+26.1pp | 78.8%+12.9pp | 67.2%+24.5pp |
| Annual return | 16.43% | 31.72%-15.3pp | 134.42%-118.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $3,149 | $3,137+0.4% | $4,818-34.6% | $2,670+17.9% |
| Participant deferral / active EE | $6,727 | $3,411+97.2% | $5,680+18.4% | $4,125+63.1% |
| Admin fee / account holder | $13,192 | $5,956+121.5% | $13,210-0.1% | $5,651+133.5% |