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 | $88,017 | $49,227+78.8% | $70,449+24.9% | $79,858+10.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 14.80% | 30.06%-15.3pp | 109.03%-94.2pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,709 | $2,099-18.6% | $2,737-37.5% | $2,471-30.8% |
| Participant deferral / active EE | $2,308 | $2,768-16.6% | $3,709-37.8% | $3,740-38.3% |
| Admin fee / account holder | $2,815 | $2,878-2.2% | $3,845-26.8% | $5,306-47.0% |