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 | $98,942 | $90,503+9.3% | $78,689+25.7% | $273,961-63.9% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 10.45% | 75.60%-65.1pp | 62.18%-51.7pp | 41.45%-31.0pp |
| Employer contribution / active EE | $1,165 | $3,176-63.3% | $2,851-59.1% | $4,869-76.1% |
| Participant deferral / active EE | $3,222 | $3,901-17.4% | $3,517-8.4% | $5,287-39.1% |
| Admin fee / account holder | $10,599 | $5,263+101.4% | $4,510+135.0% | $10,132+4.6% |