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 | $101,817 | $76,552+33.0% | $123,892-17.8% | $62,891+61.9% |
| Participation rate | 75.8% | 73.0%+2.8pp | 81.4%-5.7pp | 69.3%+6.5pp |
| Annual return | 8.44% | 18.68%-10.2pp | 47.52%-39.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,899 | $2,883-34.1% | $4,617-58.9% | $2,281-16.8% |
| Participant deferral / active EE | $6,686 | $4,840+38.1% | $5,984+11.7% | $3,203+108.7% |
| Admin fee / account holder | $2,057 | $4,826-57.4% | $8,357-75.4% | $4,296-52.1% |