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 | $108,691 | $109,881-1.1% | $150,045-27.6% | $84,808+28.2% |
| Participation rate | 84.1% | 76.1%+8.0pp | 82.3%+1.8pp | 68.3%+15.8pp |
| Annual return | 15.26% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,478 | $3,561-2.3% | $4,693-25.9% | $2,631+32.2% |
| Participant deferral / active EE | $9,322 | $6,636+40.5% | $7,997+16.6% | $4,212+121.3% |
| Admin fee / account holder | $8,175 | $8,568-4.6% | $13,435-39.2% | $7,344+11.3% |