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 | $103,278 | $106,749-3.3% | $145,433-29.0% | $82,448+25.3% |
| Participation rate | 84.6% | 75.6%+9.0pp | 82.1%+2.5pp | 68.1%+16.5pp |
| Annual return | 18.82% | 27.59%-8.8pp | 66.58%-47.8pp | 41.64%-22.8pp |
| Employer contribution / active EE | $5,869 | $3,444+70.4% | $4,554+28.9% | $2,551+130.1% |
| Participant deferral / active EE | $8,265 | $6,519+26.8% | $7,897+4.7% | $4,139+99.7% |
| Admin fee / account holder | $11,434 | $8,390+36.3% | $13,129-12.9% | $7,234+58.1% |