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 | $100,052 | $95,453+4.8% | $112,040-10.7% | $82,448+21.4% |
| Participation rate | 76.9% | 72.8%+4.2pp | 76.5%+0.4pp | 68.1%+8.9pp |
| Annual return | 15.19% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.5pp |
| Employer contribution / active EE | $3,432 | $2,318+48.1% | $2,954+16.2% | $2,551+34.5% |
| Participant deferral / active EE | $8,879 | $4,224+110.2% | $5,098+74.2% | $4,139+114.5% |
| Admin fee / account holder | $3,380 | $9,013-62.5% | $12,098-72.1% | $7,234-53.3% |