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 | $105,033 | $76,552+37.2% | $123,892-15.2% | $62,891+67.0% |
| Participation rate | 97.4% | 73.0%+24.5pp | 81.4%+16.0pp | 69.3%+28.1pp |
| Annual return | 6.76% | 18.68%-11.9pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $3,846 | $2,883+33.4% | $4,617-16.7% | $2,281+68.6% |
| Participant deferral / active EE | $4,578 | $4,840-5.4% | $5,984-23.5% | $3,203+42.9% |
| Admin fee / account holder | $3,956 | $4,826-18.0% | $8,357-52.7% | $4,296-7.9% |