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 | $105,901 | $76,552+38.3% | $123,892-14.5% | $62,891+68.4% |
| Participation rate | 80.0% | 73.0%+7.0pp | 81.4%-1.4pp | 69.3%+10.7pp |
| Annual return | 7.08% | 18.68%-11.6pp | 47.52%-40.4pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,578 | $2,883-45.3% | $4,617-65.8% | $2,281-30.8% |
| Participant deferral / active EE | $4,531 | $4,840-6.4% | $5,984-24.3% | $3,203+41.5% |
| Admin fee / account holder | $8,853 | $4,826+83.4% | $8,357+5.9% | $4,296+106.1% |