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 | $102,008 | $80,717+26.4% | $154,803-34.1% | $84,808+20.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.60% | 37.96%-19.4pp | 58.88%-40.3pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,418 | $2,761-12.4% | $4,305-43.8% | $2,631-8.1% |
| Participant deferral / active EE | $5,227 | $3,303+58.3% | $5,540-5.7% | $4,212+24.1% |
| Admin fee / account holder | $423 | $6,746-93.7% | $14,329-97.0% | $7,344-94.2% |