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 | $100,211 | $95,803+4.6% | $113,168-11.4% | $84,808+18.2% |
| Participation rate | 93.8% | 72.9%+20.9pp | 76.6%+17.2pp | 68.3%+25.4pp |
| Annual return | 15.78% | 25.00%-9.2pp | 24.27%-8.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $6,664 | $2,360+182.4% | $2,975+124.0% | $2,631+153.3% |
| Participant deferral / active EE | $8,189 | $4,242+93.0% | $5,107+60.3% | $4,212+94.4% |
| Admin fee / account holder | $4,399 | $8,989-51.1% | $12,068-63.5% | $7,344-40.1% |