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 | $107,269 | $138,347-22.5% | $184,203-41.8% | $80,856+32.7% |
| Participation rate | 97.5% | 83.9%+13.6pp | 86.8%+10.7pp | 67.6%+29.9pp |
| Annual return | 16.98% | 20.02%-3.0pp | 28.81%-11.8pp | 35.59%-18.6pp |
| Employer contribution / active EE | $4,619 | $4,850-4.8% | $6,427-28.1% | $2,755+67.7% |
| Participant deferral / active EE | $5,301 | $7,071-25.0% | $9,131-42.0% | $4,296+23.4% |
| Admin fee / account holder | $3,734 | $10,483-64.4% | $13,901-73.1% | $6,918-46.0% |