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 | $105,224 | $148,978-29.4% | $200,582-47.5% | $84,808+24.1% |
| Participation rate | 84.0% | 84.2%-0.2pp | 86.9%-2.9pp | 68.3%+15.7pp |
| Annual return | 27.18% | 28.16%-1.0pp | 42.33%-15.2pp | 40.90%-13.7pp |
| Employer contribution / active EE | $4,036 | $4,815-16.2% | $6,419-37.1% | $2,631+53.4% |
| Participant deferral / active EE | $5,156 | $7,142-27.8% | $9,331-44.7% | $4,212+22.4% |
| Admin fee / account holder | $4,912 | $13,977-64.9% | $16,305-69.9% | $7,344-33.1% |