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 | $96,601 | $64,480+49.8% | $81,382+18.7% | $80,856+19.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 19.03% | 16.34%+2.7pp | 24.73%-5.7pp | 35.59%-16.6pp |
| Employer contribution / active EE | $1,806 | $1,978-8.7% | $2,463-26.7% | $2,755-34.5% |
| Participant deferral / active EE | $2,543 | $3,094-17.8% | $3,883-34.5% | $4,296-40.8% |
| Admin fee / account holder | $2,723 | $5,671-52.0% | $5,768-52.8% | $6,918-60.6% |