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 | $105,565 | $109,881-3.9% | $150,045-29.6% | $84,808+24.5% |
| Participation rate | 88.0% | 76.1%+11.9pp | 82.3%+5.7pp | 68.3%+19.7pp |
| Annual return | 14.86% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,138 | $3,561-11.9% | $4,693-33.1% | $2,631+19.3% |
| Participant deferral / active EE | $7,592 | $6,636+14.4% | $7,997-5.1% | $4,212+80.3% |
| Admin fee / account holder | $1,413 | $8,568-83.5% | $13,435-89.5% | $7,344-80.8% |