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 | $105,157 | $73,933+42.2% | $96,683+8.8% | $75,163+39.9% |
| Participation rate | 73.3% | 66.4%+6.9pp | 74.3%-1.0pp | 67.2%+6.1pp |
| Annual return | 15.62% | 26.70%-11.1pp | 35.69%-20.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,778 | $2,928-39.3% | $3,737-52.4% | $2,670-33.4% |
| Participant deferral / active EE | $3,146 | $3,659-14.0% | $4,878-35.5% | $4,125-23.7% |
| Admin fee / account holder | $5,202 | $5,216-0.3% | $6,730-22.7% | $5,651-7.9% |