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 | $92,017 | $48,364+90.3% | $71,796+28.2% | $62,891+46.3% |
| Participation rate | 97.1% | 60.6%+36.5pp | 69.1%+28.0pp | 69.3%+27.8pp |
| Annual return | 7.00% | 13.16%-6.2pp | 78.04%-71.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $898 | $1,042-13.8% | $1,924-53.3% | $2,281-60.6% |
| Participant deferral / active EE | $3,808 | $2,091+82.1% | $2,794+36.3% | $3,203+18.9% |
| Admin fee / account holder | $11,488 | $3,771+204.6% | $4,815+138.6% | $4,296+167.4% |