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 | $101,728 | $106,749-4.7% | $145,433-30.1% | $82,448+23.4% |
| Participation rate | 87.6% | 75.6%+12.0pp | 82.1%+5.5pp | 68.1%+19.6pp |
| Annual return | 18.73% | 27.59%-8.9pp | 66.58%-47.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $5,985 | $3,444+73.8% | $4,554+31.4% | $2,551+134.6% |
| Participant deferral / active EE | $13,247 | $6,519+103.2% | $7,897+67.7% | $4,139+220.0% |
| Admin fee / account holder | $8,149 | $8,390-2.9% | $13,129-37.9% | $7,234+12.6% |