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 | $109,367 | $68,547+59.5% | $120,354-9.1% | $80,856+35.3% |
| Participation rate | 94.0% | 61.6%+32.4pp | 71.9%+22.1pp | 67.6%+26.4pp |
| Annual return | 13.79% | 23.60%-9.8pp | 107.15%-93.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,293 | $2,051-37.0% | $3,463-62.7% | $2,755-53.1% |
| Participant deferral / active EE | $5,849 | $3,173+84.3% | $4,991+17.2% | $4,296+36.2% |
| Admin fee / account holder | $1,768 | $5,732-69.2% | $9,423-81.2% | $6,918-74.4% |