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 | $77,407 | $48,076+61.0% | $78,689-1.6% | $62,891+23.1% |
| Participation rate | 93.3% | 65.2%+28.1pp | 73.6%+19.8pp | 69.3%+24.0pp |
| Annual return | 7.37% | 31.35%-24.0pp | 62.18%-54.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,926 | $2,015-4.4% | $2,851-32.4% | $2,281-15.6% |
| Participant deferral / active EE | $4,167 | $2,588+61.0% | $3,517+18.5% | $3,203+30.1% |
| Admin fee / account holder | $1,066 | $3,207-66.7% | $4,510-76.4% | $4,296-75.2% |