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 | $98,457 | $87,870+12.0% | $113,168-13.0% | $74,304+32.5% |
| Participation rate | 89.6% | 70.7%+18.9pp | 76.6%+13.1pp | 60.3%+29.3pp |
| Annual return | 17.15% | 26.44%-9.3pp | 24.27%-7.1pp | 29.43%-12.3pp |
| Employer contribution / active EE | $1,017 | $2,277-55.3% | $2,975-65.8% | $2,241-54.6% |
| Participant deferral / active EE | $4,273 | $4,241+0.8% | $5,107-16.3% | $3,767+13.4% |
| Admin fee / account holder | $2,626 | $3,368-22.0% | $12,068-78.2% | $2,969-11.5% |