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 | $107,424 | $73,787+45.6% | $98,716+8.8% | $82,448+30.3% |
| Participation rate | 89.7% | 61.4%+28.2pp | 69.3%+20.4pp | 68.1%+21.6pp |
| Annual return | 12.58% | 18.57%-6.0pp | 31.81%-19.2pp | 41.64%-29.1pp |
| Employer contribution / active EE | $1,147 | $1,511-24.1% | $2,279-49.7% | $2,551-55.1% |
| Participant deferral / active EE | $3,195 | $3,081+3.7% | $4,048-21.1% | $4,139-22.8% |
| Admin fee / account holder | $6,567 | $6,500+1.0% | $8,703-24.5% | $7,234-9.2% |