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 | $104,746 | $109,359-4.2% | $162,163-35.4% | $72,985+43.5% |
| Participation rate | 96.4% | 84.3%+12.2pp | 87.6%+8.9pp | 69.5%+26.9pp |
| Annual return | 18.12% | 25.46%-7.3pp | 115.59%-97.5pp | 81.00%-62.9pp |
| Employer contribution / active EE | $2,717 | $3,907-30.5% | $5,614-51.6% | $2,440+11.3% |
| Participant deferral / active EE | $5,221 | $5,481-4.8% | $7,298-28.5% | $3,607+44.7% |
| Admin fee / account holder | $2,075 | $7,972-74.0% | $10,843-80.9% | $5,124-59.5% |