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 | $99,303 | $57,065+74.0% | $75,670+31.2% | $70,131+41.6% |
| Participation rate | 80.0% | 68.1%+11.9pp | 72.3%+7.7pp | 69.5%+10.5pp |
| Annual return | 14.82% | 23.57%-8.7pp | 27.34%-12.5pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,478 | $1,817-18.6% | $2,352-37.1% | $2,342-36.9% |
| Participant deferral / active EE | $2,982 | $2,580+15.6% | $3,142-5.1% | $3,332-10.5% |
| Admin fee / account holder | $711 | $3,825-81.4% | $5,800-87.7% | $4,645-84.7% |