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 | $105,728 | $94,625+11.7% | $116,228-9.0% | $84,808+24.7% |
| Participation rate | 89.0% | 70.4%+18.6pp | 74.6%+14.5pp | 68.3%+20.7pp |
| Annual return | 13.54% | 20.40%-6.9pp | 90.06%-76.5pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,175 | $2,347-49.9% | $2,994-60.8% | $2,631-55.4% |
| Participant deferral / active EE | $4,890 | $3,972+23.1% | $4,953-1.3% | $4,212+16.1% |
| Admin fee / account holder | $8,261 | $10,091-18.1% | $11,989-31.1% | $7,344+12.5% |