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 | $106,187 | $89,355+18.8% | $141,162-24.8% | $72,985+45.5% |
| Participation rate | 82.9% | 75.1%+7.7pp | 82.5%+0.4pp | 69.5%+13.4pp |
| Annual return | 23.02% | 111.85%-88.8pp | 71.39%-48.4pp | 81.00%-58.0pp |
| Employer contribution / active EE | $3,159 | $3,114+1.4% | $4,735-33.3% | $2,440+29.5% |
| Participant deferral / active EE | $6,461 | $5,418+19.2% | $6,709-3.7% | $3,607+79.1% |
| Admin fee / account holder | $1,758 | $5,958-70.5% | $10,261-82.9% | $5,124-65.7% |