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 | $130,019 | $109,413+18.8% | $156,263-16.8% | $84,808+53.3% |
| Participation rate | 82.7% | 72.7%+10.0pp | 78.9%+3.8pp | 68.3%+14.4pp |
| Annual return | 16.04% | 20.18%-4.1pp | 59.47%-43.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,986 | $2,907-31.7% | $4,333-54.2% | $2,631-24.5% |
| Participant deferral / active EE | $8,927 | $4,590+94.5% | $6,158+45.0% | $4,212+112.0% |
| Admin fee / account holder | $5,604 | $9,357-40.1% | $14,255-60.7% | $7,344-23.7% |