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 | $108,992 | $93,571+16.5% | $135,903-19.8% | $75,163+45.0% |
| Participation rate | 94.2% | 75.2%+19.0pp | 81.9%+12.3pp | 67.2%+27.0pp |
| Annual return | 18.77% | 30.90%-12.1pp | 68.23%-49.5pp | 160.62%-141.9pp |
| Employer contribution / active EE | $3,378 | $3,537-4.5% | $4,856-30.4% | $2,670+26.5% |
| Participant deferral / active EE | $7,173 | $6,404+12.0% | $7,758-7.5% | $4,125+73.9% |
| Admin fee / account holder | $6,057 | $6,975-13.2% | $10,762-43.7% | $5,651+7.2% |