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 | $108,545 | $80,717+34.5% | $154,803-29.9% | $84,808+28.0% |
| Participation rate | 97.6% | 66.8%+30.8pp | 78.1%+19.5pp | 68.3%+29.3pp |
| Annual return | 20.06% | 37.96%-17.9pp | 58.88%-38.8pp | 40.90%-20.8pp |
| Employer contribution / active EE | $2,754 | $2,761-0.3% | $4,305-36.0% | $2,631+4.7% |
| Participant deferral / active EE | $4,354 | $3,303+31.8% | $5,540-21.4% | $4,212+3.4% |
| Admin fee / account holder | $4,246 | $6,746-37.1% | $14,329-70.4% | $7,344-42.2% |