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 | $105,067 | $109,881-4.4% | $150,045-30.0% | $84,808+23.9% |
| Participation rate | 92.3% | 76.1%+16.2pp | 82.3%+10.0pp | 68.3%+24.0pp |
| Annual return | 16.72% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $4,388 | $3,561+23.2% | $4,693-6.5% | $2,631+66.8% |
| Participant deferral / active EE | $7,514 | $6,636+13.2% | $7,997-6.0% | $4,212+78.4% |
| Admin fee / account holder | $7,989 | $8,568-6.8% | $13,435-40.5% | $7,344+8.8% |