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 | $106,022 | $125,758-15.7% | $169,993-37.6% | $75,163+41.1% |
| Participation rate | 89.6% | 83.6%+6.0pp | 87.0%+2.6pp | 67.2%+22.4pp |
| Annual return | 14.62% | 27.20%-12.6pp | 53.37%-38.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $2,771 | $4,615-39.9% | $6,785-59.2% | $2,670+3.8% |
| Participant deferral / active EE | $3,579 | $6,837-47.7% | $10,408-65.6% | $4,125-13.2% |
| Admin fee / account holder | $2,864 | $8,173-65.0% | $12,815-77.7% | $5,651-49.3% |