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 | $101,696 | $81,460+24.8% | $103,333-1.6% | $80,856+25.8% |
| Participation rate | 83.3% | 66.8%+16.5pp | 74.5%+8.8pp | 67.6%+15.7pp |
| Annual return | 11.54% | 25.55%-14.0pp | 24.88%-13.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $3,398 | $3,105+9.4% | $3,868-12.2% | $2,755+23.3% |
| Participant deferral / active EE | $4,201 | $3,869+8.6% | $5,057-16.9% | $4,296-2.2% |
| Admin fee / account holder | $1,728 | $6,566-73.7% | $8,355-79.3% | $6,918-75.0% |