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 | $91,907 | $58,523+57.0% | $99,443-7.6% | $72,985+25.9% |
| Participation rate | 95.9% | 64.6%+31.3pp | 73.8%+22.1pp | 69.5%+26.4pp |
| Annual return | 17.61% | 28.51%-10.9pp | 30.72%-13.1pp | 81.00%-63.4pp |
| Employer contribution / active EE | $1,624 | $1,512+7.4% | $2,540-36.1% | $2,440-33.4% |
| Participant deferral / active EE | $3,165 | $2,606+21.5% | $3,619-12.5% | $3,607-12.3% |
| Admin fee / account holder | $1,271 | $4,102-69.0% | $6,250-79.7% | $5,124-75.2% |