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 | $104,529 | $87,870+19.0% | $113,168-7.6% | $74,304+40.7% |
| Participation rate | 71.2% | 70.7%+0.4pp | 76.6%-5.4pp | 60.3%+10.8pp |
| Annual return | 26.16% | 26.44%-0.3pp | 24.27%+1.9pp | 29.43%-3.3pp |
| Employer contribution / active EE | $2,425 | $2,277+6.5% | $2,975-18.5% | $2,241+8.2% |
| Participant deferral / active EE | $6,890 | $4,241+62.5% | $5,107+34.9% | $3,767+82.9% |
| Admin fee / account holder | $7,524 | $3,368+123.4% | $12,068-37.7% | $2,969+153.4% |