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 | $101,648 | $109,359-7.1% | $162,163-37.3% | $72,985+39.3% |
| Participation rate | 96.5% | 84.3%+12.2pp | 87.6%+8.9pp | 69.5%+27.0pp |
| Annual return | 20.27% | 25.46%-5.2pp | 115.59%-95.3pp | 81.00%-60.7pp |
| Employer contribution / active EE | $3,568 | $3,907-8.7% | $5,614-36.4% | $2,440+46.2% |
| Participant deferral / active EE | $4,810 | $5,481-12.2% | $7,298-34.1% | $3,607+33.3% |
| Admin fee / account holder | $3,095 | $7,972-61.2% | $10,843-71.5% | $5,124-39.6% |