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 | $135,618 | $81,460+66.5% | $103,333+31.2% | $80,856+67.7% |
| Participation rate | 96.6% | 66.8%+29.7pp | 74.5%+22.0pp | 67.6%+28.9pp |
| Annual return | 17.64% | 25.55%-7.9pp | 24.88%-7.2pp | 35.59%-18.0pp |
| Employer contribution / active EE | $1,821 | $3,105-41.4% | $3,868-52.9% | $2,755-33.9% |
| Participant deferral / active EE | $3,793 | $3,869-1.9% | $5,057-25.0% | $4,296-11.7% |
| Admin fee / account holder | $18,846 | $6,566+187.0% | $8,355+125.6% | $6,918+172.4% |