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 | $108,638 | $76,552+41.9% | $123,892-12.3% | $62,891+72.7% |
| Participation rate | 97.2% | 73.0%+24.2pp | 81.4%+15.8pp | 69.3%+27.9pp |
| Annual return | 7.31% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,598 | $2,883-9.9% | $4,617-43.7% | $2,281+13.9% |
| Participant deferral / active EE | $5,828 | $4,840+20.4% | $5,984-2.6% | $3,203+82.0% |
| Admin fee / account holder | $1,413 | $4,826-70.7% | $8,357-83.1% | $4,296-67.1% |