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 | $103,134 | $60,349+70.9% | $74,183+39.0% | $62,891+64.0% |
| Participation rate | 85.2% | 72.7%+12.5pp | 76.6%+8.6pp | 69.3%+15.9pp |
| Annual return | 7.56% | 21.37%-13.8pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,090 | $1,680-35.1% | $2,370-54.0% | $2,281-52.2% |
| Participant deferral / active EE | $2,958 | $2,856+3.6% | $3,550-16.7% | $3,203-7.6% |
| Admin fee / account holder | $2,752 | $4,261-35.4% | $5,586-50.7% | $4,296-35.9% |