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 | $107,196 | $94,625+13.3% | $116,228-7.8% | $84,808+26.4% |
| Participation rate | 90.3% | 70.4%+19.8pp | 74.6%+15.7pp | 68.3%+22.0pp |
| Annual return | 18.59% | 20.40%-1.8pp | 90.06%-71.5pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,265 | $2,347-3.5% | $2,994-24.3% | $2,631-13.9% |
| Participant deferral / active EE | $3,940 | $3,972-0.8% | $4,953-20.5% | $4,212-6.4% |
| Admin fee / account holder | $6,686 | $10,091-33.7% | $11,989-44.2% | $7,344-9.0% |