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 8-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 | $103,162 | $95,803+7.7% | $113,168-8.8% | $84,808+21.6% |
| Participation rate | 92.2% | 72.9%+19.3pp | 76.6%+15.6pp | 68.3%+23.9pp |
| Annual return | 17.19% | 25.00%-7.8pp | 24.27%-7.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,910 | $2,360+23.3% | $2,975-2.2% | $2,631+10.6% |
| Participant deferral / active EE | $4,904 | $4,242+15.6% | $5,107-4.0% | $4,212+16.5% |
| Admin fee / account holder | $1,695 | $8,989-81.1% | $12,068-86.0% | $7,344-76.9% |