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 | $106,801 | $148,978-28.3% | $200,582-46.8% | $84,808+25.9% |
| Participation rate | 88.9% | 84.2%+4.7pp | 86.9%+2.0pp | 68.3%+20.6pp |
| Annual return | 26.39% | 28.16%-1.8pp | 42.33%-15.9pp | 40.90%-14.5pp |
| Employer contribution / active EE | $3,735 | $4,815-22.4% | $6,419-41.8% | $2,631+42.0% |
| Participant deferral / active EE | $8,847 | $7,142+23.9% | $9,331-5.2% | $4,212+110.1% |
| Admin fee / account holder | $9,905 | $13,977-29.1% | $16,305-39.2% | $7,344+34.9% |