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 | $103,796 | $108,825-4.6% | $156,181-33.5% | $82,448+25.9% |
| Participation rate | 83.3% | 72.4%+11.0pp | 78.8%+4.5pp | 68.1%+15.3pp |
| Annual return | 21.18% | 20.59%+0.6pp | 64.87%-43.7pp | 41.64%-20.5pp |
| Employer contribution / active EE | $1,381 | $2,870-51.9% | $4,294-67.8% | $2,551-45.9% |
| Participant deferral / active EE | $2,650 | $4,577-42.1% | $6,132-56.8% | $4,139-36.0% |
| Admin fee / account holder | $4,483 | $9,341-52.0% | $14,586-69.3% | $7,234-38.0% |