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 | $104,285 | $125,758-17.1% | $169,993-38.7% | $75,163+38.7% |
| Participation rate | 96.4% | 83.6%+12.8pp | 87.0%+9.4pp | 67.2%+29.2pp |
| Annual return | 14.45% | 27.20%-12.8pp | 53.37%-38.9pp | 160.62%-146.2pp |
| Employer contribution / active EE | $3,221 | $4,615-30.2% | $6,785-52.5% | $2,670+20.7% |
| Participant deferral / active EE | $3,846 | $6,837-43.8% | $10,408-63.0% | $4,125-6.8% |
| Admin fee / account holder | $4,776 | $8,173-41.6% | $12,815-62.7% | $5,651-15.5% |