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 | $103,539 | $106,749-3.0% | $145,433-28.8% | $82,448+25.6% |
| Participation rate | 85.7% | 75.6%+10.1pp | 82.1%+3.6pp | 68.1%+17.6pp |
| Annual return | 18.45% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $4,404 | $3,444+27.9% | $4,554-3.3% | $2,551+72.6% |
| Participant deferral / active EE | $12,344 | $6,519+89.4% | $7,897+56.3% | $4,139+198.2% |
| Admin fee / account holder | $2,444 | $8,390-70.9% | $13,129-81.4% | $7,234-66.2% |