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 | $108,082 | $101,724+6.3% | $164,813-34.4% | $80,856+33.7% |
| Participation rate | 93.0% | 71.8%+21.2pp | 78.6%+14.4pp | 67.6%+25.4pp |
| Annual return | 11.81% | 16.72%-4.9pp | 69.93%-58.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,421 | $2,953-51.9% | $4,341-67.3% | $2,755-48.4% |
| Participant deferral / active EE | $2,276 | $4,477-49.2% | $6,031-62.3% | $4,296-47.0% |
| Admin fee / account holder | $4,279 | $8,227-48.0% | $12,690-66.3% | $6,918-38.2% |