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 | $106,000 | $95,803+10.6% | $113,168-6.3% | $84,808+25.0% |
| Participation rate | 82.8% | 72.9%+9.9pp | 76.6%+6.2pp | 68.3%+14.4pp |
| Annual return | 20.88% | 25.00%-4.1pp | 24.27%-3.4pp | 40.90%-20.0pp |
| Employer contribution / active EE | $3,128 | $2,360+32.5% | $2,975+5.1% | $2,631+18.9% |
| Participant deferral / active EE | $5,704 | $4,242+34.5% | $5,107+11.7% | $4,212+35.4% |
| Admin fee / account holder | $1,446 | $8,989-83.9% | $12,068-88.0% | $7,344-80.3% |