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 | $103,388 | $72,277+43.0% | $101,248+2.1% | $79,858+29.5% |
| Participation rate | 84.7% | 68.5%+16.2pp | 75.8%+8.9pp | 69.6%+15.1pp |
| Annual return | 11.41% | 22.30%-10.9pp | 46.47%-35.1pp | 31.71%-20.3pp |
| Employer contribution / active EE | $1,749 | $2,692-35.0% | $3,660-52.2% | $2,471-29.2% |
| Participant deferral / active EE | $2,962 | $3,282-9.7% | $4,370-32.2% | $3,740-20.8% |
| Admin fee / account holder | $2,385 | $4,400-45.8% | $5,945-59.9% | $5,306-55.0% |