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 | $109,477 | $138,347-20.9% | $184,203-40.6% | $80,856+35.4% |
| Participation rate | 96.0% | 83.9%+12.1pp | 86.8%+9.2pp | 67.6%+28.4pp |
| Annual return | 11.63% | 20.02%-8.4pp | 28.81%-17.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $3,016 | $4,850-37.8% | $6,427-53.1% | $2,755+9.5% |
| Participant deferral / active EE | $10,629 | $7,071+50.3% | $9,131+16.4% | $4,296+147.4% |
| Admin fee / account holder | $3,321 | $10,483-68.3% | $13,901-76.1% | $6,918-52.0% |