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 | $109,978 | $89,355+23.1% | $141,162-22.1% | $72,985+50.7% |
| Participation rate | 94.1% | 75.1%+19.0pp | 82.5%+11.6pp | 69.5%+24.6pp |
| Annual return | 27.82% | 111.85%-84.0pp | 71.39%-43.6pp | 81.00%-53.2pp |
| Employer contribution / active EE | $3,622 | $3,114+16.3% | $4,735-23.5% | $2,440+48.5% |
| Participant deferral / active EE | $6,061 | $5,418+11.9% | $6,709-9.7% | $3,607+68.0% |
| Admin fee / account holder | $2,365 | $5,958-60.3% | $10,261-77.0% | $5,124-53.9% |