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 | $103,841 | $94,625+9.7% | $116,228-10.7% | $84,808+22.4% |
| Participation rate | 78.8% | 70.4%+8.4pp | 74.6%+4.3pp | 68.3%+10.5pp |
| Annual return | 16.18% | 20.40%-4.2pp | 90.06%-73.9pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,403 | $2,347-40.2% | $2,994-53.1% | $2,631-46.7% |
| Participant deferral / active EE | $2,970 | $3,972-25.2% | $4,953-40.0% | $4,212-29.5% |
| Admin fee / account holder | $3,864 | $10,091-61.7% | $11,989-67.8% | $7,344-47.4% |