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 | $108,668 | $79,944+35.9% | $98,439+10.4% | $75,163+44.6% |
| Participation rate | 70.2% | 70.4%-0.2pp | 75.2%-4.9pp | 67.2%+3.0pp |
| Annual return | 17.46% | 19.75%-2.3pp | 21.16%-3.7pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,719 | $2,264-24.1% | $3,048-43.6% | $2,670-35.6% |
| Participant deferral / active EE | $3,072 | $3,752-18.1% | $4,738-35.2% | $4,125-25.5% |
| Admin fee / account holder | $6,238 | $6,840-8.8% | $8,948-30.3% | $5,651+10.4% |