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 | $106,842 | $109,413-2.4% | $156,263-31.6% | $84,808+26.0% |
| Participation rate | 76.7% | 72.7%+4.0pp | 78.9%-2.2pp | 68.3%+8.4pp |
| Annual return | 19.32% | 20.18%-0.9pp | 59.47%-40.1pp | 40.90%-21.6pp |
| Employer contribution / active EE | $3,630 | $2,907+24.9% | $4,333-16.2% | $2,631+38.0% |
| Participant deferral / active EE | $7,926 | $4,590+72.7% | $6,158+28.7% | $4,212+88.2% |
| Admin fee / account holder | $17,092 | $9,357+82.7% | $14,255+19.9% | $7,344+132.7% |