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 | $91,531 | $65,561+39.6% | $91,5410% | $74,304+23.2% |
| Participation rate | 81.0% | 56.6%+24.4pp | 69.8%+11.2pp | 60.3%+20.6pp |
| Annual return | 16.02% | 17.68%-1.7pp | 20.50%-4.5pp | 29.43%-13.4pp |
| Employer contribution / active EE | $1,846 | $1,717+7.5% | $2,505-26.3% | $2,241-17.7% |
| Participant deferral / active EE | $5,414 | $2,918+85.5% | $4,008+35.1% | $3,767+43.7% |
| Admin fee / account holder | $13,938 | $3,333+318.2% | $6,956+100.4% | $2,969+369.5% |