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 | $129,969 | $138,347-6.1% | $184,203-29.4% | $80,856+60.7% |
| Participation rate | 94.7% | 83.9%+10.9pp | 86.8%+7.9pp | 67.6%+27.1pp |
| Annual return | 17.65% | 20.02%-2.4pp | 28.81%-11.2pp | 35.59%-17.9pp |
| Employer contribution / active EE | $3,561 | $4,850-26.6% | $6,427-44.6% | $2,755+29.2% |
| Participant deferral / active EE | $4,035 | $7,071-42.9% | $9,131-55.8% | $4,296-6.1% |
| Admin fee / account holder | $2,551 | $10,483-75.7% | $13,901-81.7% | $6,918-63.1% |