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 | $106,428 | $73,933+44.0% | $96,683+10.1% | $75,163+41.6% |
| Participation rate | 81.8% | 66.4%+15.4pp | 74.3%+7.5pp | 67.2%+14.6pp |
| Annual return | 16.95% | 26.70%-9.8pp | 35.69%-18.7pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,899 | $2,928-35.1% | $3,737-49.2% | $2,670-28.9% |
| Participant deferral / active EE | $3,329 | $3,659-9.0% | $4,878-31.8% | $4,125-19.3% |
| Admin fee / account holder | $2,141 | $5,216-59.0% | $6,730-68.2% | $5,651-62.1% |