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 | $108,876 | $73,933+47.3% | $96,683+12.6% | $75,163+44.9% |
| Participation rate | 93.3% | 66.4%+26.9pp | 74.3%+19.0pp | 67.2%+26.1pp |
| Annual return | 18.86% | 26.70%-7.8pp | 35.69%-16.8pp | 160.62%-141.8pp |
| Employer contribution / active EE | $2,924 | $2,928-0.1% | $3,737-21.7% | $2,670+9.5% |
| Participant deferral / active EE | $7,002 | $3,659+91.4% | $4,878+43.5% | $4,125+69.7% |
| Admin fee / account holder | $2,906 | $5,216-44.3% | $6,730-56.8% | $5,651-48.6% |