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 | $104,140 | $107,452-3.1% | $91,541+13.8% | $142,382-26.9% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 13.75% | 22.06%-8.3pp | 20.50%-6.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,522 | $2,994+17.6% | $2,505+40.6% | $4,299-18.1% |
| Participant deferral / active EE | $6,445 | $4,754+35.6% | $4,008+60.8% | $6,507-1.0% |
| Admin fee / account holder | $1,857 | $8,834-79.0% | $6,956-73.3% | $12,624-85.3% |