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 | $103,774 | $93,571+10.9% | $135,903-23.6% | $75,163+38.1% |
| Participation rate | 93.0% | 75.2%+17.8pp | 81.9%+11.1pp | 67.2%+25.8pp |
| Annual return | 18.00% | 30.90%-12.9pp | 68.23%-50.2pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,653 | $3,537-53.3% | $4,856-66.0% | $2,670-38.1% |
| Participant deferral / active EE | $7,820 | $6,404+22.1% | $7,758+0.8% | $4,125+89.6% |
| Admin fee / account holder | $1,328 | $6,975-81.0% | $10,762-87.7% | $5,651-76.5% |