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 | $103,504 | $87,870+17.8% | $113,168-8.5% | $74,304+39.3% |
| Participation rate | 96.0% | 70.7%+25.3pp | 76.6%+19.4pp | 60.3%+35.7pp |
| Annual return | 20.09% | 26.44%-6.4pp | 24.27%-4.2pp | 29.43%-9.3pp |
| Employer contribution / active EE | $2,211 | $2,277-2.9% | $2,975-25.7% | $2,241-1.3% |
| Participant deferral / active EE | $4,194 | $4,241-1.1% | $5,107-17.9% | $3,767+11.3% |
| Admin fee / account holder | $4,233 | $3,368+25.7% | $12,068-64.9% | $2,969+42.6% |