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 | $102,996 | $91,552+12.5% | $133,956-23.1% | $79,858+29.0% |
| Participation rate | 92.9% | 73.3%+19.5pp | 79.8%+13.0pp | 69.6%+23.2pp |
| Annual return | 15.84% | 61.85%-46.0pp | 45.09%-29.3pp | 31.71%-15.9pp |
| Employer contribution / active EE | $3,921 | $2,384+64.5% | $3,9190% | $2,471+58.7% |
| Participant deferral / active EE | $5,649 | $3,733+51.3% | $5,048+11.9% | $3,740+51.0% |
| Admin fee / account holder | $1,811 | $6,321-71.4% | $8,927-79.7% | $5,306-65.9% |