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 | $109,410 | $90,503+20.9% | $78,689+39.0% | $273,961-60.1% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 6.75% | 75.60%-68.8pp | 62.18%-55.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $2,314 | $3,176-27.1% | $2,851-18.8% | $4,869-52.5% |
| Participant deferral / active EE | $4,251 | $3,901+9.0% | $3,517+20.9% | $5,287-19.6% |
| Admin fee / account holder | $9,681 | $5,263+83.9% | $4,510+114.6% | $10,132-4.5% |