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 | $101,054 | $74,927+34.9% | $101,794-0.7% | $84,808+19.2% |
| Participation rate | 76.0% | 61.4%+14.6pp | 69.2%+6.8pp | 68.3%+7.7pp |
| Annual return | 16.34% | 18.70%-2.4pp | 30.53%-14.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,225 | $1,522+46.2% | $2,289-2.8% | $2,631-15.4% |
| Participant deferral / active EE | $3,935 | $3,099+27.0% | $4,084-3.7% | $4,212-6.6% |
| Admin fee / account holder | $3,663 | $6,514-43.8% | $8,777-58.3% | $7,344-50.1% |