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 | $104,553 | $64,348+62.5% | $90,160+16.0% | $70,131+49.1% |
| Participation rate | 97.6% | 70.4%+27.2pp | 76.9%+20.7pp | 69.5%+28.1pp |
| Annual return | 14.43% | 28.13%-13.7pp | 34.88%-20.4pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,630 | $2,046-20.3% | $3,318-50.9% | $2,342-30.4% |
| Participant deferral / active EE | $4,076 | $4,389-7.1% | $5,288-22.9% | $3,332+22.3% |
| Admin fee / account holder | $4,198 | $3,944+6.4% | $5,943-29.4% | $4,645-9.6% |