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 | $104,549 | $109,413-4.4% | $156,263-33.1% | $84,808+23.3% |
| Participation rate | 77.8% | 72.7%+5.1pp | 78.9%-1.1pp | 68.3%+9.5pp |
| Annual return | 14.11% | 20.18%-6.1pp | 59.47%-45.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $3,053 | $2,907+5.0% | $4,333-29.5% | $2,631+16.0% |
| Participant deferral / active EE | $5,476 | $4,590+19.3% | $6,158-11.1% | $4,212+30.0% |
| Admin fee / account holder | $3,822 | $9,357-59.2% | $14,255-73.2% | $7,344-48.0% |