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 | $103,159 | $88,707+16.3% | $74,183+39.1% | $273,961-62.3% |
| Participation rate | 92.9% | 79.4%+13.4pp | 76.6%+16.2pp | 83.0%+9.8pp |
| Annual return | 3.49% | 11.94%-8.5pp | 17.74%-14.2pp | 41.45%-38.0pp |
| Employer contribution / active EE | $1,125 | $3,159-64.4% | $2,370-52.5% | $4,869-76.9% |
| Participant deferral / active EE | $1,745 | $4,212-58.6% | $3,550-50.8% | $5,287-67.0% |
| Admin fee / account holder | $6,412 | $8,717-26.4% | $5,586+14.8% | $10,132-36.7% |