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 | $106,493 | $132,049-19.4% | $200,582-46.9% | $74,304+43.3% |
| Participation rate | 89.3% | 84.1%+5.2pp | 86.9%+2.4pp | 60.3%+28.9pp |
| Annual return | 15.29% | 22.22%-6.9pp | 42.33%-27.0pp | 29.43%-14.1pp |
| Employer contribution / active EE | $3,110 | $4,558-31.8% | $6,419-51.5% | $2,241+38.8% |
| Participant deferral / active EE | $7,275 | $7,213+0.9% | $9,331-22.0% | $3,767+93.1% |
| Admin fee / account holder | $7,303 | $2,405+203.7% | $16,305-55.2% | $2,969+146.0% |