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 | $104,180 | $99,341+4.9% | $84,750+22.9% | $273,961-62.0% |
| Participation rate | 88.2% | 80.7%+7.5pp | 76.6%+11.6pp | 83.0%+5.2pp |
| Annual return | 7.48% | 22.93%-15.4pp | 22.78%-15.3pp | 41.45%-34.0pp |
| Employer contribution / active EE | $2,925 | $4,214-30.6% | $3,574-18.2% | $4,869-39.9% |
| Participant deferral / active EE | $5,844 | $4,269+36.9% | $3,712+57.5% | $5,287+10.5% |
| Admin fee / account holder | $14,935 | $6,644+124.8% | $5,332+180.1% | $10,132+47.4% |