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 | $121,584 | $109,359+11.2% | $162,163-25.0% | $72,985+66.6% |
| Participation rate | 97.4% | 84.3%+13.1pp | 87.6%+9.8pp | 69.5%+27.9pp |
| Annual return | 18.70% | 25.46%-6.8pp | 115.59%-96.9pp | 81.00%-62.3pp |
| Employer contribution / active EE | $4,921 | $3,907+25.9% | $5,614-12.3% | $2,440+101.7% |
| Participant deferral / active EE | $4,047 | $5,481-26.2% | $7,298-44.5% | $3,607+12.2% |
| Admin fee / account holder | $5,046 | $7,972-36.7% | $10,843-53.5% | $5,124-1.5% |