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 | $111,968 | $80,717+38.7% | $154,803-27.7% | $84,808+32.0% |
| Participation rate | 86.2% | 66.8%+19.4pp | 78.1%+8.1pp | 68.3%+17.9pp |
| Annual return | 13.44% | 37.96%-24.5pp | 58.88%-45.4pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,424 | $2,761-12.2% | $4,305-43.7% | $2,631-7.9% |
| Participant deferral / active EE | $2,621 | $3,303-20.7% | $5,540-52.7% | $4,212-37.8% |
| Admin fee / account holder | $3,715 | $6,746-44.9% | $14,329-74.1% | $7,344-49.4% |