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 | $95,035 | $71,050+33.8% | $93,606+1.5% | $80,856+17.5% |
| Participation rate | 72.1% | 60.4%+11.7pp | 68.7%+3.4pp | 67.6%+4.5pp |
| Annual return | 10.06% | 11.26%-1.2pp | 133.20%-123.1pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,327 | $1,564-15.1% | $2,420-45.1% | $2,755-51.8% |
| Participant deferral / active EE | $3,264 | $4,034-19.1% | $4,411-26.0% | $4,296-24.0% |
| Admin fee / account holder | $3,470 | $6,945-50.0% | $8,285-58.1% | $6,918-49.8% |