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 | $106,660 | $99,341+7.4% | $84,750+25.9% | $273,961-61.1% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 11.41% | 22.93%-11.5pp | 22.78%-11.4pp | 41.45%-30.0pp |
| Employer contribution / active EE | $12,061 | $4,214+186.2% | $3,574+237.4% | $4,869+147.7% |
| Participant deferral / active EE | $5,294 | $4,269+24.0% | $3,712+42.6% | $5,287+0.1% |
| Admin fee / account holder | $2,559 | $6,644-61.5% | $5,332-52.0% | $10,132-74.7% |