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 | $102,923 | $76,552+34.4% | $123,892-16.9% | $62,891+63.7% |
| Participation rate | 94.1% | 73.0%+21.1pp | 81.4%+12.7pp | 69.3%+24.8pp |
| Annual return | 7.23% | 18.68%-11.4pp | 47.52%-40.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $3,078 | $2,883+6.8% | $4,617-33.3% | $2,281+35.0% |
| Participant deferral / active EE | $10,383 | $4,840+114.5% | $5,984+73.5% | $3,203+224.2% |
| Admin fee / account holder | $865 | $4,826-82.1% | $8,357-89.7% | $4,296-79.9% |