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 | $113,848 | $109,881+3.6% | $150,045-24.1% | $84,808+34.2% |
| Participation rate | 97.8% | 76.1%+21.7pp | 82.3%+15.5pp | 68.3%+29.5pp |
| Annual return | 15.42% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,092 | $3,561-41.3% | $4,693-55.4% | $2,631-20.5% |
| Participant deferral / active EE | $6,603 | $6,636-0.5% | $7,997-17.4% | $4,212+56.8% |
| Admin fee / account holder | $7,686 | $8,568-10.3% | $13,435-42.8% | $7,344+4.7% |